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) | ₹13825 Cr | ₹17903 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 | -4.62% | -2.8% |
6 Month | 13.13% | 14.71% |
1 Year | -7.13% | -3.74% |
3 Year | 23.89% | 16.72% |
5 Year | 30.22% | 28.4% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
6 Month | 1.35% | 3.59% |
1 Year | -3.5% | -1.09% |
3 Year | 15.4% | 13.79% |
5 Year | 20.67% | 17.29% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.03% | 16.31% |
3 Year | 16.39% | 15.43% |
5 Year | 19.17% | 17.63% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 16.55% |
Sharp | 1.14% | 0.72% |
Beta | 0.79% | 0.82% |
Alpha | 3.13% | -3.65% |
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 | 6.42 | 4.53 |
Small Cap | 80.36 | 75.45 |
Large Cap | 4.5 | 4.51 |
Mid Cap | 8.72 | 15.5 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
Kotak Small Cap Fund Regular Growth |
---|---|---|
Others | 5.85 | 2.02 |
Industrials | 16.95 | 26.82 |
Consumer Cyclical | 18.85 | 20.95 |
Financial Services | 17.1 | 5.45 |
Technology | 6.66 | 1.55 |
Basic Materials | 10.14 | 11.39 |
Healthcare | 12.14 | 22.81 |
Energy | 0.96 | - |
Utilities | 2.94 | - |
Consumer Defensive | 3.86 | 2.84 |
Real Estate | 4.57 | 4.19 |
Communication Services | - | 1.99 |
Top Comparisons
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.91%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.82%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns19.32%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.42%
Bandhan Small Cap Fund Regular Growth
3Y Returns29.92%
Quant Small Cap Fund Regular Growth
3Y Returns25.66%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns22.48%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns19.57%