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Franklin India Equity Advantage Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Franklin India Equity Advantage Fund - Growth Plan

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tortoise-icon Kotak Equity Opportunities 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 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%

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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

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