Kotak NASDAQ 100 Fund of Fund vs Franklin India Feeder compare
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹4437 Cr | ₹3717 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Feb 2012 | 02 Feb 2021 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Russell 3000 Growth | BSE India Bond Index |
| Turn Over | 0.0% | 1% |
| Expense Ratio | 1.53 | 0.61 |
| Manager | Sandeep Manam | Abhishek Bisen |
| ISIN Code | INF090I01EW1 | INF174KA1FR5 |
| Exits Load | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.6% | 0.57% |
| 6 Month | 19.3% | 32.62% |
| 1 Year | 15.62% | 27.62% |
| 3 Year | 26.15% | 35.39% |
| 5 Year | 10.88% | - |
SIP Return Analysis
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.56% | 14.34% |
| 1 Year | 24.86% | 49.39% |
| 3 Year | 23.82% | 34.28% |
| 5 Year | 16.45% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.86% | 21.62% |
| 3 Year | 13.4% | 15.64% |
| 5 Year | 15.06% | - |
Risk Management
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.48% | 17.00% |
| Sharp | 1.02% | 1.45% |
| Beta | 1.00% | - |
| Alpha | -6.54% | - |
Fund Managers
| Scheme Name | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | Abhishek Bisen |
| Total AUM | ₹74256 Cr | ₹0 Cr |
| Funds Managed | 20 | 33 |
| Franklin U.S. Opportunities Equity Active FOF - Regular - Growth | Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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