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	₹52972 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	1.45
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	-5.52%	-5.88%
6 Month	7.24%	2.7%
1 Year	30.14%	25.26%
3 Year	16.45%	13.18%
5 Year	21.52%	15.79%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
6 Month	-	-
1 Year	21.52%	16.99%
3 Year	25.36%	20.72%
5 Year	25.49%	19.77%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
1 Year	16.32%	12.66%
3 Year	19.1%	15.17%
5 Year	18.84%	15.25%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
Standard Deviation	12.16%	12.26%
Sharp	1.26%	0.61%
Beta	0.91%	0.93%
Alpha	3.61%	-0.3%

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	1.66
Large Cap	72.91	73.16
Mid Cap	15	20.13
Small Cap	6.41	5.26

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
Others	4.63	1.66
Capital Goods	7.54	-
Financial	26.15	-
Materials	5.15	-
Automobile	4.53	-
Energy	9.62	-
Technology	8.64	-
Construction	6.24	5.22
Healthcare	3.69	-
Services	6.13	-
Consumer Staples	6.63	-
Consumer Discretionary	3.2	-
Communication	5.32	-
Insurance	1.09	0.6
Textiles	1.47	-
Telecom - Services	-	2.73
Petroleum Products	-	5.22
IT - Software	-	8.43
Pharmaceuticals & Biotechnology	-	3.6
Diversified FMCG	-	1.91
Non - Ferrous Metals	-	1.05
Banks	-	21.27
Cement & Cement Products	-	6.16
Chemicals & Petrochemicals	-	5.82
Personal Products	-	0.65
Transport Services	-	3.43
Capital Markets	-	1.06
Gas	-	3.29
Electrical Equipment	-	2.15
Automobiles	-	4.12
Fertilizers & Agrochemicals	-	0.65
Industrial Products	-	0.86
Aerospace & Defense	-	5.65
Agricultural, Commercial & Construction Vehicles	-	0.65
Auto Components	-	5.08
Beverages	-	0.87
Finance	-	0.4
Ferrous Metals	-	3.75
Power	-	1.31
Retailing	-	2.62