Franklin India Opportunities Fund vs Kotak Pioneer Fund compare
Franklin India Opportunities Fund - Growth
Kotak Pioneer Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7766 Cr | ₹3148 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Feb 2000 | 31 Oct 2019 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI,MSCI ACWI Information Technology TRI |
| Turn Over | 84.04% | 9.69% |
| Expense Ratio | 1.79 | 1.88 |
| Manager | R Janakiraman | Arjun Khanna |
| ISIN Code | INF090I01841 | INF174KA1EW8 |
| Exits Load | Franklin India Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Pioneer Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 4.42% | 2.75% |
| 6 Month | 11.72% | 15.67% |
| 1 Year | 7.73% | 10.64% |
| 3 Year | 30.67% | 23.4% |
| 5 Year | 28.18% | 23.61% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.51% | 2.28% |
| 1 Year | 10.86% | 16.61% |
| 3 Year | 23.59% | 20.3% |
| 5 Year | 23.71% | 18.63% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 13.05% | 24.09% |
| 3 Year | 16.11% | 19.97% |
| 5 Year | 15.23% | 24.46% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 12.98% |
| Sharp | 1.38% | 1.16% |
| Beta | 1.01% | - |
| Alpha | 10.54% | - |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | R Janakiraman | Arjun Khanna |
| Total AUM | ₹50034 Cr | ₹169639 Cr |
| Funds Managed | 8 | 24 |
| Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 11.95 | 23.78 |
| Large Cap | 44.12 | 32.61 |
| Small Cap | 28.36 | 18.21 |
| Mid Cap | 15.57 | 25.4 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 7.29 | 20.63 |
| Energy | 4.34 | 2.77 |
| Consumer Cyclical | 20.07 | 24.14 |
| Industrials | 4.42 | 13.14 |
| Consumer Defensive | 1.74 | 4.4 |
| Financial Services | 18.85 | 9.64 |
| Basic Materials | 9.66 | 3.15 |
| Healthcare | 12.76 | 14.25 |
| Technology | 11.87 | 2.45 |
| Communication Services | 5.71 | 4.51 |
| Real Estate | 0.5 | 0.93 |
| Utilities | 2.78 | - |
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