Kotak Flexicap Fund vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
Kotak Flexicap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹18912 Cr | ₹54083 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 1994 | 11 Sep 2009 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 18.1% | 16.04% |
| Expense Ratio | 1.71 | 1.46 |
| Manager | R Janakiraman | Harsha Upadhyaya |
| ISIN Code | INF090I01239 | INF174K01336 |
| Exits Load | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Flexi Cap 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 Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Month | 3.36% | 2.98% |
| 6 Month | 5.32% | 8.6% |
| 1 Year | 4.13% | 8.8% |
| 3 Year | 17.86% | 16.52% |
| 5 Year | 24.26% | 19.53% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | -0.72% | 0.05% |
| 1 Year | 4.25% | 9.88% |
| 3 Year | 13.77% | 13.8% |
| 5 Year | 15.92% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 15.68% | 12.03% |
| 3 Year | 19.05% | 15.32% |
| 5 Year | 19.08% | 15.49% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.52% | 12.26% |
| Sharp | 0.90% | 0.87% |
| Beta | 0.93% | 0.93% |
| Alpha | 2.54% | 1.21% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Name | R Janakiraman | Harsha Upadhyaya |
| Total AUM | ₹50034 Cr | ₹139411 Cr |
| Funds Managed | 8 | 11 |
| Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 3.16 | 5.01 |
| Large Cap | 74.6 | 67.6 |
| Small Cap | 8.04 | 3.99 |
| Mid Cap | 14.2 | 23.39 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 3.16 | 2.96 |
| Energy | 4.52 | 5.89 |
| Technology | 7.24 | 6.83 |
| Industrials | 12.87 | 19.61 |
| Financial Services | 28.41 | 26.21 |
| Healthcare | 8.04 | 3.09 |
| Basic Materials | 5.4 | 14.66 |
| Consumer Cyclical | 12.05 | 12.02 |
| Communication Services | 5.61 | 2.98 |
| Utilities | 5.74 | 3.51 |
| Consumer Defensive | 5.16 | 2.25 |
| Real Estate | 1.8 | - |
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