Kotak Flexicap Fund vs Franklin India Flexi Cap 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 | 5.14% | 6.59% |
6 Month | -11.17% | -10.22% |
1 Year | 6.56% | 5.55% |
3 Year | 15.93% | 13.3% |
5 Year | 30.24% | 23.94% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
6 Month | -4.23% | -2.11% |
1 Year | -6.47% | -5.77% |
3 Year | 17.72% | 14.87% |
5 Year | 20.23% | 16% |
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% | 0.49% |
Beta | 0.914% | 0.91% |
Alpha | 2.972% | 0.38% |
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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 | 2.34 |
Large Cap | 70.55 | 69.17 |
Mid Cap | 16.71 | 23.37 |
Small Cap | 9.03 | 5.12 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
---|---|---|
Others | 4.59 | 2.02 |
Energy | 2.93 | 6.04 |
Technology | 10.25 | 9.93 |
Industrials | 11.6 | 21.55 |
Financial Services | 28.3 | 24.22 |
Healthcare | 7.12 | 3.47 |
Basic Materials | 4.6 | 13.78 |
Consumer Cyclical | 12.68 | 10.48 |
Communication Services | 6.22 | 2.84 |
Utilities | 3.95 | 2.87 |
Consumer Defensive | 5.53 | 2.78 |
Real Estate | 2.22 | - |
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