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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) | ₹13302 Cr | ₹17508 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 | 3.69% | 3.14% |
| 6 Month | 19.28% | 18.97% |
| 1 Year | -8.33% | -7.56% |
| 3 Year | 22.07% | 16.03% |
| 5 Year | 28.38% | 26.39% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.16% | 3.93% |
| 1 Year | 5.11% | 6.55% |
| 3 Year | 16.53% | 14.93% |
| 5 Year | 20.92% | 17.4% |
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% | 16.59% |
| Sharp | 0.96% | 0.55% |
| Beta | 0.8% | 0.82% |
| Alpha | 2.79% | -3.69% |
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 |
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