Franklin India Flexi Cap Fund vs Kotak Flexicap Fund compare
Franklin India Flexi Cap Fund - Growth
Kotak Flexicap Fund - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
Fund | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹17203 Cr | ₹49112 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 1994 | 11 Sep 2009 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 18.1% | 16.04% |
Expense Ratio | 1.71 | 1.48 |
Manager | R Janakiraman | Harsha Upadhyaya |
ISIN Code | INF090I01239 | INF174K01336 |
Exits Load | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Flexi 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 Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
1 Month | 3.61% | 3.56% |
6 Month | -4.29% | -2.77% |
1 Year | 12.43% | 10.16% |
3 Year | 17.98% | 14.79% |
5 Year | 28.7% | 22.92% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
6 Month | 0.73% | 1.43% |
1 Year | -1.35% | -2.08% |
3 Year | 18.83% | 15.41% |
5 Year | 20.47% | 16.01% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
1 Year | 16.32% | 12.91% |
3 Year | 18.99% | 15.14% |
5 Year | 18.92% | 15.31% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
Standard Deviation | 13.548% | 12.26% |
Sharp | 0.672% | 0.5% |
Beta | 0.914% | 0.93% |
Alpha | 2.972% | 0.59% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
Name | R Janakiraman | Harsha Upadhyaya |
Total AUM | ₹50034 Cr | ₹139411 Cr |
Funds Managed | 8 | 11 |
Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
Market Cap
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
---|---|---|
Others | 3.7 | 2.55 |
Large Cap | 70.55 | 69.56 |
Mid Cap | 16.71 | 23.49 |
Small Cap | 9.03 | 4.4 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
---|---|---|
Others | 4.59 | 2.55 |
Energy | 2.93 | - |
Technology | 10.25 | - |
Industrials | 11.6 | - |
Financial Services | 28.3 | - |
Healthcare | 7.12 | - |
Basic Materials | 4.6 | - |
Consumer Cyclical | 12.68 | - |
Communication Services | 6.22 | - |
Utilities | 3.95 | - |
Consumer Defensive | 5.53 | - |
Real Estate | 2.22 | - |
Telecom - Services | - | 2.97 |
Petroleum Products | - | 4.38 |
IT - Software | - | 9.57 |
Retailing | - | 2.8 |
Pharmaceuticals and Biotechnology | - | 2.03 |
Construction | - | 4.77 |
Diversified FMCG | - | 1.25 |
Non - Ferrous Metals | - | 0.84 |
Banks | - | 22.97 |
Pharmaceuticals & Biotechnology | - | 1.49 |
Cement & Cement Products | - | 0.8 |
Chemicals and Petrochemicals | - | 6.41 |
Personal Products | - | 0.55 |
Transport Services | - | 3.46 |
Capital Markets | - | 1.62 |
Gas | - | 2.91 |
Electrical Equipment | - | 1.61 |
Automobiles | - | 3.56 |
Fertilizers & Agrochemicals | - | 0.77 |
Insurance | - | 0.59 |
Industrial Products | - | 0.74 |
Aerospace and Defense | - | 0.33 |
Agricultural, Commercial & Construction Vehicles | - | 0.51 |
Aerospace & Defense | - | 5.26 |
Cement and Cement Products | - | 5.34 |
Auto Components | - | 3.78 |
Beverages | - | 0.89 |
Finance | - | 0.26 |
Ferrous Metals | - | 3.58 |
Power | - | 1.41 |
Top Comparisons
ITI Value Fund Regular - Growth
3Y Returns17.93%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns18.54%
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
3Y Returns0%
Kotak Equity Opportunities Fund - Growth
3Y Returns16.95%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns19.11%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns7.08%
Sundaram Global Brand Fund Regular Plan - Growth
3Y Returns8.44%