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Kotak Flexicap Fund vs Franklin India Flexi Cap Fund compare

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tortoise-icon Franklin India Flexi Cap Fund - Growth

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tortoise-icon Kotak Flexicap 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 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) ₹17203 Cr ₹49112 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 1.48
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 1.73% 3.48%
6 Month -2.42% 0.84%
1 Year 7.2% 5.45%
3 Year 23.48% 21.59%
5 Year 26.64% 21.91%

SIP Return Analysis

Scheme Name Franklin India Flexi Cap Fund - Growth Kotak Flexicap Fund - Growth
6 Month 7.24% 10.21%
1 Year 6.59% 12.3%
3 Year 19.5% 18.29%
5 Year 20.19% 17.27%

Rolling Lumpsum Returns

Scheme Name Franklin India Flexi Cap Fund - Growth Kotak Flexicap Fund - Growth
1 Year 16.12% 12.51%
3 Year 18.94% 15.11%
5 Year 18.97% 15.35%

Risk Management

Scheme Name Franklin India Flexi Cap Fund - Growth Kotak Flexicap Fund - Growth
Standard Deviation 13.548% 12.26%
Sharp 0.672% 0.9%
Beta 0.914% 0.93%
Alpha 2.972% 0.93%

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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 3.7 1.95
Large Cap 70.55 70.01
Mid Cap 16.71 23.65
Small Cap 9.03 4.39

Sector Allocation

Scheme Name

Franklin India Flexi Cap Fund - Growth

Kotak Flexicap Fund - Growth

Others 4.59 1.95
Energy 2.93 -
Technology 10.25 -
Industrials 11.6 -
Financial Services 28.3 -
Healthcare 7.12 -
Basic Materials 4.6 -
Consumer Cyclical 12.68 -
Communication Services 6.22 -
Utilities 3.95 -
Consumer Defensive 5.53 -
Real Estate 2.22 -
Telecom - Services - 3.16
Petroleum Products - 4.74
IT - Software - 8.1
Retailing - 2.6
Pharmaceuticals & Biotechnology - 3.32
Construction - 4.43
Diversified FMCG - 1.2
Non - Ferrous Metals - 0.74
Banks - 23.72
Cement & Cement Products - 6.23
Chemicals & Petrochemicals - 6.91
Personal Products - 0.62
Transport Services - 3.42
Capital Markets - 1.7
Gas - 2.88
Electrical Equipment - 1.46
Automobiles - 3.29
Fertilizers & Agrochemicals - 0.74
Insurance - 0.69
Industrial Products - 0.67
Aerospace & Defense - 6.1
Agricultural, Commercial & Construction Vehicles - 0.59
Auto Components - 3.79
Beverages - 0.88
Finance - 0.23
Power - 2.49
Ferrous Metals - 3.35

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