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	1.72%	-5.87%
6 Month	19.55%	7%
1 Year	44.86%	33.54%
3 Year	23.27%	14.4%
5 Year	25%	16.85%

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	16.17%	12.71%
3 Year	19.02%	15.2%
5 Year	18.86%	15.24%

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%	0.93%
Alpha	3.61%	-0.12%

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	1.26
Large Cap	72.91	73.17
Mid Cap	15	20.14
Small Cap	6.41	5.45

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
Others	4.63	1.16
Capital Goods	7.54	-
Financial	26.15	-
Materials	5.15	-
Automobile	4.53	-
Energy	9.62	-
Technology	8.64	-
Construction	6.24	5.46
Healthcare	3.69	-
Services	6.13	-
Consumer Staples	6.63	-
Consumer Discretionary	3.2	-
Communication	5.32	-
Insurance	1.09	0.55
Textiles	1.47	-
Telecom - Services	-	2.58
Petroleum Products	-	5.59
IT - Software	-	7.99
Pharmaceuticals & Biotechnology	-	3.79
Diversified FMCG	-	1.83
Non - Ferrous Metals	-	0.99
Banks	-	20.93
Cement & Cement Products	-	6.01
Chemicals & Petrochemicals	-	5.85
Automobiles	-	4.72
Personal Products	-	0.7
Transport Services	-	3.7
Capital Markets	-	0.97
Gas	-	3.45
Electrical Equipment	-	1.98
Fertilizers & Agrochemicals	-	0.68
Industrial Products	-	0.87
Aerospace & Defense	-	6.01
Agricultural, Commercial & Construction Vehicles	-	0.68
Auto Components	-	5.04
Beverages	-	0.85
Finance	-	0.36
Ferrous Metals	-	3.57
Power	-	1.27
Retailing	-	2.44