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Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Franklin India Mid Cap Fund - Growth

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tortoise-icon Kotak Midcap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
Fund Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹12251 Cr ₹56988 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Dec 1993 30 Mar 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 26.03% 2.88%
Expense Ratio 1.79 1.44
Manager R Janakiraman Harsha Upadhyaya
ISIN Code INF090I01809 INF174K01DS9
Exits Load Franklin India Prima Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
1 Month 2.46% 2.04%
6 Month 17.05% 24.23%
1 Year -2.14% 1.07%
3 Year 20.5% 20.16%
5 Year 23.84% 26.82%

SIP Return Analysis

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
6 Month 3.26% 6.78%
1 Year 9.86% 17.48%
3 Year 20.79% 22.14%
5 Year 20.17% 21.86%

Rolling Lumpsum Returns

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
1 Year 16.6% 13.21%
3 Year 18.16% 19.2%
5 Year 19.31% 17.86%

Risk Management

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
Standard Deviation 13.68% 15.11%
Sharp 1.01% 0.89%
Beta 0.89% 0.86%
Alpha 1.17% 0.68%

Fund Managers

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
Name R Janakiraman Harsha Upadhyaya
Total AUM ₹50034 Cr ₹139411 Cr
Funds Managed 8 11
Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth

Market Cap

Scheme Name

Franklin India Mid Cap Fund - Growth

Kotak Midcap Fund - Growth
Others 6.18 2.36
Mid Cap 64.94 70.67
Large Cap 12.82 13.82
Small Cap 16.07 13.15

Sector Allocation

Scheme Name

Franklin India Mid Cap Fund - Growth

Kotak Midcap Fund - Growth
Others 1.54 2.04
Basic Materials 13.71 13.84
Financial Services 20.58 14.16
Consumer Cyclical 17.68 19.67
Healthcare 11.72 11.61
Industrials 11.84 15.49
Technology 6.62 14.44
Real Estate 5.52 2.28
Energy 1.08 2.94
Communication Services 3.6 2.32
Consumer Defensive 4.84 1.21
Utilities 1.28 -

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