Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

tortoise-icon Franklin India Prima Fund-Growth

Invest Now

tortoise-icon Kotak Emerging Equity Scheme - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
Fund Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11656 Cr ₹49092 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Dec 1993 30 Mar 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 26.03% 2.88%
Expense Ratio 1.78 1.44
Manager R Janakiraman Harsha Upadhyaya
ISIN Code INF090I01809 INF174K01DS9
Exits Load Franklin India Prima Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Kotak Emerging Equity 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 Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
1 Month 6.61% 7.06%
6 Month -12.81% -15.04%
1 Year 12.79% 11.83%
3 Year 19.84% 17.33%
5 Year 29.63% 32.08%

SIP Return Analysis

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
6 Month -6.35% -8.68%
1 Year -7.79% -12.27%
3 Year 21.44% 17.96%
5 Year 21.65% 21.66%

Rolling Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
1 Year 16.98% 13.66%
3 Year 17.87% 19.04%
5 Year 18.98% 17.67%

Risk Management

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
Standard Deviation 13.68% 15.958%
Sharp 0.75% 0.648%
Beta 0.91% 0.86%
Alpha 0.16% -0.958%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
Name R Janakiraman Harsha Upadhyaya
Total AUM ₹50034 Cr ₹139411 Cr
Funds Managed 8 11
Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth

Market Cap

Scheme Name

Franklin India Prima Fund-Growth

Kotak Emerging Equity Scheme - Growth

Others 2.86 3.56
Mid Cap 66.03 67.78
Large Cap 13.57 11.78
Small Cap 17.55 16.88

Sector Allocation

Scheme Name

Franklin India Prima Fund-Growth

Kotak Emerging Equity Scheme - Growth

Others 2.83 3.56
Basic Materials 14.43 15.17
Financial Services 20.15 11.42
Consumer Cyclical 17.23 15.6
Healthcare 10.25 10.73
Industrials 11.71 17.04
Real Estate 5.96 2.96
Energy 0.69 3.08
Communication Services 2.63 2.01
Consumer Defensive 4.24 1.39
Utilities 1.14 0.82
Technology 8.72 16.21

Top Comparisons

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns15.74%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns21.91%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns5.94%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns6.64%

Compare Now

Franklin India Technology Fund-Growth Franklin India Technology Fund-Growth

3Y Returns12.03%

VS

HDFC Technology Fund - Regular (G) HDFC Technology Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns21.03%

VS

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns25.18%

Compare Now
Add to Cart Successfully