Kotak vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Kotak Small Cap Fund Regular Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
1 Month | 8.21% | 6.02% |
6 Month | -1.13% | -5.2% |
1 Year | 3.3% | 4.55% |
3 Year | 27.69% | 18.78% |
5 Year | 38.09% | 36.29% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
6 Month | 6.26% | 2.81% |
1 Year | -1.07% | -6.45% |
3 Year | 21.93% | 15.66% |
5 Year | 25.46% | 20.22% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.96% | 17.09% |
3 Year | 15.69% | 15.43% |
5 Year | 17.2% | 17.38% |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 16.741% |
Sharp | 0.82% | 0.383% |
Beta | 0.82% | 0.8% |
Alpha | 3.82% | -3.619% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Kotak Small Cap Fund Regular Growth |
---|---|---|
Others | 7.22 | 4.06 |
Small Cap | 75.89 | 73.8 |
Large Cap | 6.8 | 3.87 |
Mid Cap | 10.08 | 18.27 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Kotak Small Cap Fund Regular Growth |
---|---|---|
Others | 7.22 | 3.24 |
Industrial Manufacturing | 4.55 | - |
Consumer Durables | 5.41 | - |
Banks | 12.08 | - |
Entertainment | 0.18 | - |
IT - Software | 4.51 | - |
Transport Services | 0.69 | - |
Electrical Equipment | 0.48 | - |
Pharmaceuticals & Biotechnology | 5.44 | - |
Retailing | 3.97 | - |
Chemicals & Petrochemicals | 6.92 | - |
Commercial Services & Supplies | 1.23 | - |
Aerospace & Defense | 0.88 | - |
Healthcare Services | 4.27 | - |
Cement & Cement Products | 3.04 | - |
Industrial Products | 5.95 | - |
IT - Services | 0.96 | - |
Finance | 3.2 | - |
Textiles & Apparels | 1.91 | - |
Oil | 0.93 | - |
Power | 2.23 | - |
Gas | 0.49 | - |
Auto Components | 5.41 | - |
Construction | 2.16 | - |
Financial Technology (Fintech) | 0.93 | - |
Agricultural Food & other Products | 1.42 | - |
Capital Markets | 2.75 | - |
Personal Products | 1.33 | - |
Other Utilities | 0.92 | - |
Household Products | 0.75 | - |
Realty | 4.55 | - |
Leisure Services | 3.23 | - |
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 |
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