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Kotak vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
Kotak Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13266 Cr | ₹17480 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Jan 2006 | 24 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | 6.71% |
| Expense Ratio | 1.76 | 1.65 |
| Manager | R Janakiraman | Arjun Khanna |
| ISIN Code | INF090I01569 | INF174K01211 |
| Exits Load | Franklin India Smaller Companies Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Small 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 Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.07% | 0.02% |
| 6 Month | 2.94% | 3.95% |
| 1 Year | 0.12% | -3.78% |
| 3 Year | 21.82% | 15.78% |
| 5 Year | 27.17% | 24.43% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.49% | -2.38% |
| 1 Year | 6.86% | 3.1% |
| 3 Year | 13.73% | 11.02% |
| 5 Year | 18.78% | 14.26% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.56% | 15.97% |
| 3 Year | 16.96% | 15.71% |
| 5 Year | 19.69% | 17.83% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 16.58% |
| Sharp | 0.93% | 0.62% |
| Beta | 0.81% | 0.80% |
| Alpha | 1.32% | -2.99% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Arjun Khanna |
| Total AUM | ₹50034 Cr | ₹169639 Cr |
| Funds Managed | 8 | 24 |
| Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Kotak Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.32 | 5.16 |
| Small Cap | 78.9 | 75.11 |
| Large Cap | 5.52 | 4.88 |
| Mid Cap | 8.26 | 14.85 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Kotak Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.27 | 2.46 |
| Industrials | 16.67 | 26.53 |
| Consumer Cyclical | 19.1 | 19.55 |
| Financial Services | 16.38 | 7.3 |
| Technology | 7.13 | 1.69 |
| Basic Materials | 10.39 | 10.27 |
| Healthcare | 11.71 | 23.7 |
| Energy | 0.99 | - |
| Utilities | 3.14 | - |
| Consumer Defensive | 3.84 | 2.65 |
| Real Estate | 4.37 | 3.93 |
| Communication Services | - | 1.93 |
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