Kotak vs Franklin India Smaller Companies Fund compare

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Franklin India Smaller Companies Fund-Growth

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Kotak Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Smaller Companies Fund-Growth	Kotak Small Cap Fund Regular Growth
Fund	Franklin India Smaller Companies Fund-Growth	Kotak Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹12862 Cr	₹16450 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

Scheme Name	Franklin India Smaller Companies Fund-Growth	Kotak Small Cap Fund Regular Growth
1 Month	5.58%	7.07%
6 Month	-5.98%	-7.33%
1 Year	-1.34%	0.87%
3 Year	29.71%	21.15%
5 Year	35.25%	33.59%

Scheme Name	Franklin India Smaller Companies Fund-Growth	Kotak Small Cap Fund Regular Growth
6 Month	11.22%	9.89%
1 Year	5.55%	2.92%
3 Year	22.08%	17.57%
5 Year	25.22%	20.69%

Scheme Name	Franklin India Smaller Companies Fund-Growth	Kotak Small Cap Fund Regular Growth
1 Year	15.45%	16.59%
3 Year	15.98%	15.26%
5 Year	18.64%	17.52%

Scheme Name	Franklin India Smaller Companies Fund-Growth	Kotak Small Cap Fund Regular Growth
Standard Deviation	14.27%	16.741%
Sharp	1.16%	0.383%
Beta	0.8%	0.8%
Alpha	4.42%	-3.619%

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Scheme Name	Franklin India Smaller Companies 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 Smaller Companies Fund-Growth	Kotak Small Cap Fund Regular Growth

Scheme Name	Franklin India Smaller Companies Fund-Growth	Kotak Small Cap Fund Regular Growth
Others	7.68	4.06
Small Cap	76.55	73.8
Large Cap	6.58	3.87
Mid Cap	9.2	18.27

Scheme Name	Franklin India Smaller Companies Fund-Growth	Kotak Small Cap Fund Regular Growth
Others	7.68	3.24
Industrial Manufacturing	4.18	-
Consumer Durables	5.6	-
Banks	13.07	-
IT - Software	4.56	-
Transport Services	1.15	-
Electrical Equipment	0.53	-
Pharmaceuticals & Biotechnology	5.3	-
Retailing	4.15	-
Chemicals & Petrochemicals	6.46	-
Commercial Services & Supplies	0.98	-
Aerospace & Defense	1.28	-
Healthcare Services	4.3	-
Cement & Cement Products	2.68	-
Industrial Products	5.64	-
IT - Services	0.86	-
Textiles & Apparels	2	-
Oil	0.88	-
Power	2.2	-
Gas	0.52	-
Auto Components	5.29	-
Construction	1.78	-
Financial Technology (Fintech)	0.91	-
Agricultural Food & other Products	1.44	-
Finance	2.58	-
Capital Markets	2.75	-
Personal Products	1.37	-
Other Utilities	0.94	-
Household Products	0.81	-
Realty	4.61	-
Leisure Services	3.34	-
Entertainment	0.17	-
Consumer Cyclical	-	21.06
Industrials	-	31.48
Healthcare	-	17.37
Real Estate	-	4.45
Financial Services	-	3.58
Basic Materials	-	13.84
Consumer Defensive	-	2.57
Communication Services	-	2.12
Technology	-	0.29