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Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare
Franklin India Mid Cap Fund - Growth
Kotak Midcap Fund - Growth
Chart Comparison
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) | ₹12540 Cr | ₹57375 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 | -1.97% | 0.42% |
| 6 Month | 13.73% | 19.38% |
| 1 Year | 2.1% | 5.2% |
| 3 Year | 22.51% | 21.89% |
| 5 Year | 24.63% | 27.84% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 2.75% | 8.02% |
| 1 Year | 3.24% | 12.22% |
| 3 Year | 19.98% | 21.59% |
| 5 Year | 19.91% | 21.88% |
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% | 15.09% |
| Sharp | 1.19% | 1.03% |
| Beta | 0.89% | 0.86% |
| Alpha | 0.95% | 0.55% |
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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