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) | ₹7376 Cr | ₹864 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 | 1.79 | 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 | 1.07% | -0.98% |
6 Month | 15.71% | 13.23% |
1 Year | 0.12% | -2.94% |
3 Year | 29.05% | 13.89% |
5 Year | 28.6% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.74% | 1.26% |
1 Year | 8.37% | 4.22% |
3 Year | 26.34% | 11.63% |
5 Year | 25.27% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.31% | 11.5% |
3 Year | 15.86% | 12.64% |
5 Year | 15.16% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.87% | 12.07% |
Sharp | 1.47% | 0.62% |
Beta | 1.02% | 0.87% |
Alpha | 11.43% | 1.26% |
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 | 10.27 | 8.12 |
Large Cap | 44.8 | 75.48 |
Small Cap | 27.99 | 4.01 |
Mid Cap | 16.94 | 12.39 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.31 | 2.15 |
Energy | 5.1 | 2.65 |
Consumer Cyclical | 18.45 | 17.89 |
Industrials | 4.14 | 4.86 |
Consumer Defensive | 1.83 | 5.11 |
Financial Services | 19.78 | 25.55 |
Basic Materials | 9.22 | 11.9 |
Healthcare | 14.12 | 7.39 |
Technology | 11.61 | 10.85 |
Communication Services | 5.73 | 7.84 |
Real Estate | 0.84 | - |
Utilities | 2.87 | 3.82 |
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