Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare

Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

Franklin India Mid Cap Fund - Growth

Invest Now

Kotak Midcap Fund - Growth

Invest Now

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)	₹12770 Cr	₹60480 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	-1.08%	-1.21%
6 Month	-0.2%	-0.3%
1 Year	1.49%	1.3%
3 Year	22.25%	21.24%
5 Year	19.98%	22.54%

SIP Return Analysis

Scheme Name	Franklin India Mid Cap Fund - Growth	Kotak Midcap Fund - Growth
6 Month	2.1%	0.15%
1 Year	12.16%	13.28%
3 Year	17.8%	17.43%
5 Year	18.66%	18.88%

Rolling Lumpsum Returns

Scheme Name	Franklin India Mid Cap Fund - Growth	Kotak Midcap Fund - Growth
1 Year	19.75%	12.58%
3 Year	19.65%	19.7%
5 Year	19.14%	18.04%

Risk Management

Scheme Name	Franklin India Mid Cap Fund - Growth	Kotak Midcap Fund - Growth
Standard Deviation	13.68%	12.22%
Sharp	1.03%	0.98%
Beta	0.9%	0.88%
Alpha	-0.2%	-0.24%

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	8.78	4.73
Mid Cap	63.55	69.34
Large Cap	13.75	12.57
Small Cap	13.92	13.36

Sector Allocation

Scheme Name	Franklin India Mid Cap Fund - Growth	Kotak Midcap Fund - Growth
Others	3.45	2.09
Industrials	13.05	15.19
Basic Materials	12.05	13.22
Financial Services	21.06	20.28
Consumer Cyclical	15.72	15.98
Healthcare	9.71	12.17
Technology	7.54	13.23
Real Estate	6.38	2.18
Energy	1.15	2.69
Communication Services	3.82	2.17
Consumer Defensive	4.5	0.8
Utilities	1.58	-

Top Comparisons

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns14.7%

VS

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns14.55%

Compare Now

HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns20.19%

VS

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns18.42%

Compare Now

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.35%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns%

Compare Now

Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns15.3%

VS

HSBC Consumption Fund - Regular (G)

3Y Returns0%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully