Kotak Flexicap Fund vs Franklin India Flexi Cap Fund compare

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)	₹16677 Cr	₹51104 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	29 Sep 1994	05 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	1.72	1.46
Manager	R Janakiraman	Harsha Upadhyaya
ISIN Code	INF090I01239	INF174K01336
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
1 Month	1.72%	4.63%
6 Month	19.55%	21.64%
1 Year	44.86%	34.46%
3 Year	23.27%	16.59%
5 Year	25%	19.61%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
6 Month	-	-
1 Year	17.7%	18.33%
3 Year	43.7%	38.89%
5 Year	88.11%	68.88%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
1 Year	25.84%	20.39%
3 Year	65.71%	51.57%
5 Year	96.31%	75.36%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
Standard Deviation	12.16%	12.26%
Sharp	1.26%	0.8%
Beta	0.91%	0.92%
Alpha	3.61%	-0.49%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
Name	R Janakiraman	Harsha Upadhyaya
Total AUM	₹50034 Cr	₹139411 Cr
Fund Manage	8	11
	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
Others	5.71	1.93
Large Cap	72.91	72.33
Mid Cap	15	20.79
Small Cap	6.41	5.07

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
Others	4.63	1.73
Capital Goods	7.54	-
Financial	26.15	-
Materials	5.15	-
Automobile	4.53	-
Energy	9.62	-
Technology	8.64	-
Construction	6.24	5.45
Healthcare	3.69	-
Services	6.13	-
Consumer Staples	6.63	-
Consumer Discretionary	3.2	-
Communication	5.32	-
Insurance	1.09	0.56
Textiles	1.47	-
Telecom - Services	-	2.38
Petroleum Products	-	5.46
IT - Software	-	6.97
Pharmaceuticals and Biotechnology	-	3.91
Diversified FMCG	-	1.77
Non - Ferrous Metals	-	0.93
Banks	-	20.63
Cement and Cement Products	-	6.2
Chemicals and Petrochemicals	-	5.88
Automobiles	-	5.56
Personal Products	-	0.67
Transport Services	-	3.55
Capital Markets	-	0.94
Gas	-	3.41
Electrical Equipment	-	2.26
Fertilizers and Agrochemicals	-	0.67
Industrial Products	-	0.93
Agricultural, Commercial and Constr	-	0.81
Aerospace and Defense	-	5.76
Auto Components	-	5.44
Beverages	-	0.89
Finance	-	0.33
Ferrous Metals	-	3.58
Power	-	1.29
Retailing	-	2.05
Unclassified	-	0.11