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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) ₹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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