Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare
Franklin India Prima Fund-Growth
Kotak Emerging Equity Scheme - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
Fund | Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12285 Cr | ₹49092 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 Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
1 Month | 2.14% | 4.79% |
6 Month | -0.98% | -0.77% |
1 Year | 3.94% | 4.79% |
3 Year | 29.97% | 27.89% |
5 Year | 27.13% | 30.48% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
6 Month | 6.87% | 9.73% |
1 Year | 6.16% | 9.3% |
3 Year | 23.73% | 23% |
5 Year | 22.36% | 23.35% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
1 Year | 16.87% | 13.5% |
3 Year | 18.01% | 18.9% |
5 Year | 19.15% | 17.75% |
Risk Management
Scheme Name | Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
Standard Deviation | 13.68% | 15.958% |
Sharp | 1.17% | 0.648% |
Beta | 0.9% | 0.86% |
Alpha | 0.91% | -0.958% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
Name | R Janakiraman | Harsha Upadhyaya |
Total AUM | ₹50034 Cr | ₹139411 Cr |
Funds Managed | 8 | 11 |
Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
Market Cap
Scheme Name |
Franklin India Prima Fund-Growth |
Kotak Emerging Equity Scheme - Growth |
---|---|---|
Others | 4.57 | 3.56 |
Mid Cap | 65.16 | 67.78 |
Large Cap | 13.14 | 11.78 |
Small Cap | 17.13 | 16.88 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Kotak Emerging Equity Scheme - Growth |
---|---|---|
Others | 4.57 | 3.56 |
Fertilizers & Agrochemicals | 4.8 | - |
Cement & Cement Products | 4.76 | - |
Finance | 4.58 | - |
Retailing | 1.68 | - |
Healthcare Services | 4.11 | - |
Pharmaceuticals & Biotechnology | 6.52 | - |
Banks | 10.27 | - |
Agricultural, Commercial & Construction Vehicles | 1.11 | - |
Leisure Services | 4.28 | - |
Aerospace & Defense | 1.69 | - |
Electrical Equipment | 0.98 | - |
Industrial Manufacturing | 0.08 | - |
Ferrous Metals | 1.41 | - |
IT - Software | 5.29 | - |
Realty | 5.74 | - |
Petroleum Products | 1.05 | - |
Auto Components | 6.66 | - |
Transport Services | 0.69 | - |
Telecom - Services | 3.07 | - |
Insurance | 3.24 | - |
Agricultural Food & other Products | 1.09 | - |
Gas | 0.43 | - |
Consumer Durables | 5.05 | - |
Power | 0.72 | - |
Chemicals & Petrochemicals | 3.17 | - |
Industrial Products | 4.97 | - |
Financial Technology (Fintech) | 1.8 | - |
Personal Products | 1.77 | - |
Beverages | 1.52 | - |
Capital Markets | 0.39 | - |
Textiles & Apparels | 2.51 | - |
Financial Services | - | 11.42 |
Consumer Cyclical | - | 15.6 |
Healthcare | - | 10.73 |
Technology | - | 16.21 |
Real Estate | - | 2.96 |
Energy | - | 3.08 |
Utilities | - | 0.82 |
Basic Materials | - | 15.17 |
Industrials | - | 17.04 |
Communication Services | - | 2.01 |
Consumer Defensive | - | 1.39 |
Top Comparisons
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns19.31%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns24.29%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.49%
Invesco India Money Market Fund - Growth
3Y Returns7.15%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.07%
HDFC Low Duration Fund - Growth
3Y Returns7.25%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%