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Kotak ESG Exclusionary Strategy Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon 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) ₹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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