Kotak vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Kotak Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
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 Regular Growth |
---|---|---|
1 Month | 5.89% | 3.69% |
6 Month | -8.31% | -11.01% |
1 Year | 3.17% | 6.87% |
3 Year | 21.43% | 14.08% |
5 Year | 34.5% | 33.65% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
6 Month | -4.13% | -5.4% |
1 Year | -16.08% | -16.21% |
3 Year | 17.95% | 12.88% |
5 Year | 23.88% | 19.6% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.96% | 17.09% |
3 Year | 15.69% | 15.43% |
5 Year | 17.2% | 17.38% |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 16.741% |
Sharp | 0.7% | 0.383% |
Beta | 0.81% | 0.8% |
Alpha | 3.52% | -3.619% |
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Fund Managers
Scheme Name | Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
---|---|---|
Name | R Janakiraman | Arjun Khanna |
Total AUM | ₹50034 Cr | ₹169639 Cr |
Funds Managed | 8 | 24 |
Franklin India Smaller Companies Fund-Growth | Kotak Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Kotak Small Cap Fund Regular Growth |
---|---|---|
Others | 7.04 | 4.06 |
Small Cap | 75.47 | 73.8 |
Large Cap | 6.63 | 3.87 |
Mid Cap | 10.87 | 18.27 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Kotak Small Cap Fund Regular Growth |
---|---|---|
Others | 8.19 | 3.24 |
Industrials | 19.62 | 31.48 |
Consumer Cyclical | 14.7 | 21.06 |
Financial Services | 19.73 | 3.58 |
Communication Services | 0.05 | 2.12 |
Technology | 4.9 | 0.29 |
Healthcare | 10.79 | 17.37 |
Basic Materials | 10.23 | 13.84 |
Energy | 0.9 | - |
Utilities | 2.57 | - |
Consumer Defensive | 3.61 | 2.57 |
Real Estate | 4.7 | 4.45 |
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