Franklin India Equity Advantage Fund vs Kotak Equity Opportunities Fund compare
Franklin India Equity Advantage Fund - Growth Plan
Kotak Equity Opportunities Fund - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
---|---|---|
Fund | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3370 Cr | ₹24534 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 02 Mar 2005 | 09 Sep 2004 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 72.19% | 14.92% |
Expense Ratio | 2.02 | 1.61 |
Manager | R Janakiraman | Harsha Upadhyaya |
ISIN Code | INF090I01205 | INF174K01187 |
Exits Load | Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Equity Opportunities 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 Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
---|---|---|
1 Month | 3.54% | 2.19% |
6 Month | -2.07% | -4.65% |
1 Year | 10.42% | 4.26% |
3 Year | 14.46% | 17.65% |
5 Year | 24.45% | 24.19% |
SIP Return Analysis
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
---|---|---|
6 Month | 1.04% | 0.32% |
1 Year | -2.12% | -6.52% |
3 Year | 15.9% | 17.07% |
5 Year | 16.91% | 18.65% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
---|---|---|
1 Year | 12.73% | 16.98% |
3 Year | 12.56% | 15.39% |
5 Year | 13.72% | 14.87% |
Risk Management
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
---|---|---|
Standard Deviation | 13.96% | 14.018% |
Sharp | 0.436% | 0.647% |
Beta | 0.94% | 0.929% |
Alpha | 0.015% | 3.063% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
---|---|---|
Name | R Janakiraman | Harsha Upadhyaya |
Total AUM | ₹50034 Cr | ₹139411 Cr |
Funds Managed | 8 | 11 |
Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
Market Cap
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
Kotak Equity Opportunities Fund - Growth |
---|---|---|
Others | 4.52 | 4.51 |
Large Cap | 47.11 | 54.26 |
Mid Cap | 36.21 | 35.22 |
Small Cap | 12.16 | 6.01 |
Sector Allocation
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
Kotak Equity Opportunities Fund - Growth |
---|---|---|
Others | 2.9 | 3.44 |
Energy | 2.87 | 5.77 |
Technology | 11.24 | 10.67 |
Consumer Cyclical | 15.34 | 13.42 |
Industrials | 13.48 | 16.41 |
Financial Services | 28.77 | 20.63 |
Healthcare | 6.47 | 8.56 |
Basic Materials | 4.28 | 10.21 |
Consumer Defensive | 8.21 | 1.89 |
Utilities | 2.79 | 5.64 |
Real Estate | 3.66 | 0.86 |
Communication Services | - | 2.5 |
Top Comparisons
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns15.47%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns17%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns15.37%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.4%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.83%
Kotak Bluechip Fund - Growth
3Y Returns14.91%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns15.37%