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Kotak ESG Exclusionary Strategy Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.22% | 2.87% |
| 6 Month | -3.57% | -3.36% |
| 1 Year | 8.9% | 4.63% |
| 3 Year | 29.65% | 12.07% |
| 5 Year | 31.31% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.67% | 1.92% |
| 1 Year | -4.3% | -3.53% |
| 3 Year | 29.29% | 12.95% |
| 5 Year | 26.86% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 13.958% |
| Sharp | 1.08% | 0.268% |
| Beta | 1.01% | 0.953% |
| Alpha | 11.18% | -1.104% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.46 | 3.68 |
| Large Cap | 43.97 | 81.52 |
| Small Cap | 31.26 | 3.85 |
| Mid Cap | 15.31 | 10.95 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.49 | 1.44 |
| Energy | 4.32 | 2.25 |
| Communication Services | 9.09 | 6.69 |
| Industrials | 6.9 | 6.63 |
| Consumer Cyclical | 19.47 | 16.69 |
| Consumer Defensive | 3.74 | 3.88 |
| Financial Services | 13.37 | 24.19 |
| Healthcare | 11.56 | 6.91 |
| Technology | 7.97 | 15.06 |
| Basic Materials | 8.49 | 13.16 |
| Real Estate | 2.22 | - |
| Utilities | 1.37 | 3.09 |
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