- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.2% | 1.65% |
| 6 Month | 0.29% | -3.04% |
| 1 Year | 9.3% | 1.27% |
| 3 Year | 20.98% | 24.57% |
| 5 Year | 25.39% | 25.11% |
SIP Return Analysis
| Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 6 Month | 9.49% | 8.57% |
| 1 Year | 10.07% | 6.17% |
| 3 Year | 18.33% | 18.84% |
| 5 Year | 17.63% | 19.3% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 1 Year | 12.6% | 16.44% |
| 3 Year | 12.63% | 15.54% |
| 5 Year | 13.9% | 15.02% |
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
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns14.32%
Quant Multi Asset Fund-Growth
3Y Returns24.37%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.28%
Axis Credit Risk Fund - Regular Plan - Growth
3Y Returns7.75%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.37%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.19%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns20.21%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns22.75%
