Kotak Pioneer Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Kotak Pioneer Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8189 Cr | ₹3315 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Feb 2000 | 31 Oct 2019 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI,MSCI ACWI Information Technology TRI |
| Turn Over | 84.04% | 9.69% |
| Expense Ratio | 1.79 | 1.88 |
| Manager | R Janakiraman | Arjun Khanna |
| ISIN Code | INF090I01841 | INF174KA1EW8 |
| 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 Pioneer 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 Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -1.62% | -1.71% |
| 6 Month | 5.1% | 3.87% |
| 1 Year | 1.46% | 2.67% |
| 3 Year | 28.48% | 22.01% |
| 5 Year | 23.21% | 18.56% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.45% | -2.15% |
| 1 Year | 9.78% | 9.53% |
| 3 Year | 21.67% | 17.11% |
| 5 Year | 23.05% | 17.09% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.41% | 21.67% |
| 3 Year | 17.42% | 20.21% |
| 5 Year | 15.4% | 23.92% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.41% | 13.04% |
| Sharp | 1.29% | 1.12% |
| Beta | 1.02% | - |
| Alpha | 10.74% | - |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | R Janakiraman | Arjun Khanna |
| Total AUM | ₹50034 Cr | ₹169639 Cr |
| Funds Managed | 8 | 24 |
| Franklin India Opportunities Fund - Growth | Kotak Pioneer Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 10.94 | 26.39 |
| Large Cap | 45.69 | 31.62 |
| Small Cap | 27.76 | 16.92 |
| Mid Cap | 15.61 | 25.06 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Kotak Pioneer Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 6.57 | 20.4 |
| Energy | 3.02 | 3.03 |
| Consumer Cyclical | 16.82 | 22.39 |
| Industrials | 4.35 | 12.72 |
| Consumer Defensive | 1.62 | 3.93 |
| Financial Services | 24.53 | 10.56 |
| Basic Materials | 8.66 | 3.07 |
| Healthcare | 13 | 14.67 |
| Technology | 12.83 | 3.16 |
| Communication Services | 5.45 | 5.03 |
| Utilities | 2.61 | - |
| Real Estate | 0.55 | 1.04 |
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