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) | ₹18727 Cr | ₹53626 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 | 2.22% | 2.8% |
6 Month | 13.92% | 17.39% |
1 Year | -1.89% | 2.24% |
3 Year | 18.79% | 16.88% |
5 Year | 24.2% | 19.34% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
6 Month | 1.94% | 3.34% |
1 Year | 7.19% | 13.43% |
3 Year | 16.48% | 16.19% |
5 Year | 17.67% | 15.69% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
1 Year | 15.92% | 12.26% |
3 Year | 19.1% | 15.22% |
5 Year | 19.04% | 15.42% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
Standard Deviation | 12.64% | 12.26% |
Sharp | 0.84% | 0.74% |
Beta | 0.92% | 0.93% |
Alpha | 3.34% | 0.96% |
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 | 4.48 | 5.79 |
Large Cap | 72.54 | 67.92 |
Small Cap | 8.68 | 4.31 |
Mid Cap | 14.31 | 21.98 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
---|---|---|
Others | 4.48 | 4.33 |
Energy | 4.02 | 5.69 |
Technology | 7.51 | 7.19 |
Industrials | 12.34 | 19.95 |
Financial Services | 28.22 | 25.47 |
Healthcare | 8.37 | 3.18 |
Basic Materials | 5.4 | 14.39 |
Consumer Cyclical | 11.74 | 10.72 |
Communication Services | 5.68 | 3.03 |
Utilities | 5.59 | 3.47 |
Consumer Defensive | 4.8 | 2.58 |
Real Estate | 1.85 | - |
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