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Kotak vs Franklin India Smaller Companies Fund compare

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tortoise-icon Franklin India Smaller Companies Fund-Growth

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tortoise-icon Kotak Small Cap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Smaller Companies Fund-Growth Kotak Small Cap Fund - Growth
Fund Franklin India Smaller Companies Fund-Growth Kotak Small Cap Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹12862 Cr ₹16450 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Jan 2006 24 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 14.47% 6.71%
Expense Ratio 1.76 1.65
Manager R Janakiraman Arjun Khanna
ISIN Code INF090I01569 INF174K01211
Exits Load Franklin India Smaller Companies Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Kotak Small 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 Smaller Companies Fund-Growth Kotak Small Cap Fund - Growth
1 Month -10.18% -10.19%
6 Month -19.03% -16.66%
1 Year -0.94% 4.61%
3 Year 19.67% 13.45%
5 Year 23.92% 23.42%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Kotak Small Cap Fund - Growth
6 Month - -
1 Year -20.26% -16.63%
3 Year 16.99% 11.98%
5 Year 24.48% 21.09%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Kotak Small Cap Fund - Growth
1 Year 16.17% 17.09%
3 Year 15.49% 15.43%
5 Year 16.57% 17.38%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Kotak Small Cap Fund - Growth
Standard Deviation 14.27% 14.919%
Sharp 0.89% 0.622%
Beta 0.77% 0.747%
Alpha 5.36% -1.418%

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Fund Managers

Scheme Name Franklin India Smaller Companies Fund-Growth Kotak Small Cap Fund - Growth
Name R Janakiraman Arjun Khanna
Total AUM ₹50034 Cr ₹169639 Cr
Fund Manage 8 24
Franklin India Smaller Companies Fund-Growth Kotak Small Cap Fund - Growth

Market Cap

Scheme Name

Franklin India Smaller Companies Fund-Growth

Kotak Small Cap Fund - Growth

Others 5.42 2.29
Small Cap 78.12 74.37
Large Cap 4.74 5.77
Mid Cap 11.71 17.69

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Kotak Small Cap Fund - Growth

Others 5.42 2.29
Realty 4.72 3.51
Industrial Manufacturing 5.21 -
Consumer Durables 7.11 15.84
Banks 10.26 0.93
Entertainment 0.3 0.86
IT - Software 4.45 1.01
Transport Services 0.87 4.15
Electrical Equipment 0.9 2.4
Pharmaceuticals & Biotechnology 5.15 5.91
Chemicals & Petrochemicals 6.34 4.04
Commercial Services & Supplies 1.94 1.11
Aerospace & Defense 1.12 -
Healthcare Services 3.92 7.25
Industrial Products 7.9 10.32
IT - Services 1.2 3.31
Finance 2.8 1.5
Textiles & Apparels 1.78 2.4
Oil 0.86 -
Power 2.14 -
Gas 0.56 -
Retailing 1.23 5.47
Auto Components 6.05 9.74
Construction 2.58 6.49
Cement & Cement Products 1.72 1.24
Financial Technology (Fintech) 0.85 -
Agricultural Food & other Products 1.39 1.51
Capital Markets 4.09 1.17
Food Products 0.52 0.4
Personal Products 1.39 -
Other Utilities 1.35 -
Household Products 1.08 -
Leisure Services 2.79 -
Agricultural, Commercial & Construction Vehicles - 2.64
Telecom - Services - 1.68
Fertilizers & Agrochemicals - 1.86
Insurance - 1.09

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