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) | ₹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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