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 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 Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
Fund Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3518 Cr ₹3518 Cr ₹25034 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹1000 ₹1000 ₹100
Launch Date 02 Mar 2005 02 Mar 2005 09 Sep 2004
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 72.19% 72.19% 14.92%
Expense Ratio 2 2 1.59
Manager R Janakiraman R Janakiraman Harsha Upadhyaya
ISIN Code INF090I01205 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 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 Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
1 Month 3.48% 3.48% 4.4%
6 Month 18.96% 18.96% 14.12%
1 Year 29.46% 29.46% 33.28%
3 Year 14.96% 14.96% 21.67%
5 Year 18.98% 18.98% 22.26%

SIP Return Analysis

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
6 Month - - -
1 Year 16.21% 16.21% 14.93%
3 Year 20.47% 20.47% 24.29%
5 Year 21.24% 21.24% 23.83%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
1 Year 12.59% 12.59% 16.73%
3 Year 12.54% 12.54% 15.24%
5 Year 13.37% 13.37% 14.7%

Risk Management

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
Standard Deviation 11.77% 11.77% 11.87%
Sharp 0.52% 0.52% 1.28%
Beta 0.92% 0.92% 0.85%
Alpha -3.4% -3.4% 2.07%

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Fund Managers

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
Name R Janakiraman R Janakiraman Harsha Upadhyaya
Total AUM ₹50034 Cr ₹50034 Cr ₹139411 Cr
Fund Manage 8 8 11
Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth

Market Cap

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

Franklin India Equity Advantage Fund - Growth Plan

Kotak Equity Opportunities Fund - Growth

Others 4.19 4.19 2.23
Large Cap 49.77 49.77 55.98
Mid Cap 36.75 36.75 36.35
Small Cap 9.28 9.28 5.48

Sector Allocation

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

Franklin India Equity Advantage Fund - Growth Plan

Kotak Equity Opportunities Fund - Growth

Others 4.19 4.19 2.23
Petroleum Products 2.89 2.89 5
IT - Software 9.54 9.54 9.1
Cement & Cement Products 3.02 3.02 3.32
Construction 3.2 3.2 3.49
Finance 6.11 6.11 2.42
Healthcare Services 4.15 4.15 0.57
Banks 16.76 16.76 17.09
Pharmaceuticals & Biotechnology 5.34 5.34 8.04
Auto Components 6.9 6.9 6.2
Automobiles 5.77 5.77 2.6
Personal Products 1.98 1.98 -
Transport Services 2.1 2.1 -
Insurance 3.53 3.53 -
Agricultural Food & other Products 1.75 1.75 -
Agricultural, Commercial & Construction Vehicles 0.89 0.89 1.78
Power 3.46 3.46 1.54
Industrial Products 3.27 3.27 1.54
Capital Markets 1.67 1.67 1.54
Realty 3.86 3.86 1.26
Fertilizers & Agrochemicals 1.52 1.52 2
Retailing 2.75 2.75 3.8
Leisure Services 2.59 2.59 -
Food Products 1.21 1.21 -
Transport Infrastructure 1.54 1.54 -
Telecom - Services - - 1.58
Diversified FMCG - - 0.91
Non - Ferrous Metals - - 0.6
Chemicals & Petrochemicals - - 4.78
Electrical Equipment - - 3.11
Gas - - 4.63
Consumer Durables - - 2.96
Aerospace & Defense - - 3.66
Entertainment - - 0.72
Industrial Manufacturing - - 0.68
Ferrous Metals - - 1.91
Beverages - - 0.98

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