Kotak ESG Exclusionary Strategy Fund vs Franklin India Opportunities Fund compare

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Franklin India Opportunities Fund - Growth

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Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Opportunities Fund - Growth	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Fund	Franklin India Opportunities Fund - Growth	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹5948 Cr	₹861 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	21 Feb 2000	07 Dec 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 100 ESG TRI
Turn Over	84.04%	24.49%
Expense Ratio	1.8	2.27
Manager	R Janakiraman	Harsha Upadhyaya
ISIN Code	INF090I01841	INF174KA1FF0
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 ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Franklin India Opportunities Fund - Growth	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
1 Month	5.38%	4.22%
6 Month	2.41%	2.96%
1 Year	8.24%	6.68%
3 Year	35.89%	16.79%
5 Year	34.81%	-

Scheme Name	Franklin India Opportunities Fund - Growth	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
6 Month	6.32%	6.33%
1 Year	5.57%	4.46%
3 Year	31.23%	14.73%
5 Year	27.78%	-

Scheme Name	Franklin India Opportunities Fund - Growth	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
1 Year	13.98%	13.94%
3 Year	15.3%	12.63%
5 Year	14.97%	-

Scheme Name	Franklin India Opportunities Fund - Growth	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Standard Deviation	14.87%	13.958%
Sharp	1.3%	0.268%
Beta	1%	0.953%
Alpha	12%	-1.104%

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Scheme Name	Franklin India Opportunities Fund - Growth	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Name	R Janakiraman	Harsha Upadhyaya
Total AUM	₹50034 Cr	₹139411 Cr
Funds Managed	8	11
	Franklin India Opportunities Fund - Growth	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Scheme Name	Franklin India Opportunities Fund - Growth	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Others	10.49	3.68
Large Cap	44.66	81.52
Small Cap	30.58	3.85
Mid Cap	14.26	10.95

Scheme Name	Franklin India Opportunities Fund - Growth	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Others	10.49	1.44
Petroleum Products	4.19	-
IT - Services	0.93	-
Construction	1.46	-
Consumer Durables	3.25	-
Diversified FMCG	3.06	-
Banks	8.74	-
Pharmaceuticals & Biotechnology	6.14	-
Transport Services	1.28	-
IT - Software	8.57	-
Industrial Manufacturing	1.53	-
Automobiles	4.68	-
Personal Products	1.59	-
Healthcare Services	5.34	-
Industrial Products	5.78	-
Finance	1.92	-
Telecom - Services	5.4	-
Financial Technology (Fintech)	2.19	-
Cement & Cement Products	1.61	-
Realty	2.15	-
Fertilizers & Agrochemicals	2.03	-
Chemicals & Petrochemicals	2.13	-
Retailing	4.7	-
Leisure Services	4.71	-
Auto Components	3.38	-
Power	1.44	-
Insurance	1.3	-
Communication Services	-	6.69
Energy	-	2.25
Technology	-	15.06
Industrials	-	6.63
Financial Services	-	24.19
Consumer Defensive	-	3.88
Healthcare	-	6.91
Consumer Cyclical	-	16.69
Basic Materials	-	13.16
Utilities	-	3.09