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)	₹17450 Cr	₹50582 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	1.47
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

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
1 Month	2.4%	2.12%
6 Month	5.15%	-0.66%
1 Year	22.86%	18.98%
3 Year	19.25%	15.88%
5 Year	22.11%	16.4%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
6 Month	-	-
1 Year	15.28%	11.06%
3 Year	24.56%	19.78%
5 Year	25.12%	19.43%

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%	0.78%
Beta	0.91%	0.92%
Alpha	3.61%	0.83%

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	3.15	1.49
Small Cap	10.73	5.88
Large Cap	71.36	73.11
Mid Cap	14.78	19.68

Scheme Name	Franklin India Flexi Cap Fund - Growth	Kotak Flexicap Fund - Growth
Others	3.15	1.49
Cement & Cement Products	4.8	6.13
Petroleum Products	3.68	4.65
IT - Software	10.52	8.68
Construction	4.43	5.35
Banks	24.64	22.27
Pharmaceuticals & Biotechnology	3.35	3.59
Ferrous Metals	0.91	3.46
Automobiles	4.31	4
Finance	1.16	0.37
Telecom - Services	6.09	2.74
Gas	0.97	3.09
Industrial Products	2.44	0.81
Agricultural Food & other Products	1.5	-
Consumer Durables	3.15	-
Aerospace & Defense	1.53	6
Financial Technology (Fintech)	1.34	-
Healthcare Services	2.05	-
Capital Markets	0.79	1.49
Chemicals & Petrochemicals	0.73	5.64
Household Products	1.22	-
Power	2.66	1.27
Retailing	2.37	2.47
Textiles & Apparels	1.56	-
Insurance	1.04	0.68
Leisure Services	2.75	-
Realty	1.07	-
Beverages	2.99	0.79
Auto Components	2.35	4.86
Commercial Services & Supplies	0.47	-
Diversified FMCG	-	1.78
Non - Ferrous Metals	-	1.02
Personal Products	-	0.63
Transport Services	-	3.16
Electrical Equipment	-	2.21
Fertilizers & Agrochemicals	-	0.77
Agricultural, Commercial & Construction Vehicles	-	0.76