Franklin India Equity Advantage Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Franklin India Equity Advantage Fund - Growth Plan

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tortoise-icon Franklin India Equity Advantage Fund - Growth Plan

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
Fund Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3510 Cr ₹3510 Cr ₹24051 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹1000 ₹1000 ₹100
Launch Date 05 Mar 2005 05 Mar 2005 05 Sep 2004
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI NIFTY LARGE MIDCAP 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 72.19% 72.19% 14.92%
Expense Ratio 2 2 1.6
Manager R Janakiraman R Janakiraman Harsha Upadhyaya
ISIN Code INF090I01205 INF090I01205 INF174K01187
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
1 Month 7.08% 7.08% 0.51%
6 Month 28.4% 28.4% 22.36%
1 Year 38.87% 38.87% 42.97%
3 Year 17.4% 17.4% 22.32%
5 Year 20.79% 20.79% 24.45%

SIP Return Analysis

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
6 Month - - -
1 Year 15.01% 15.01% 21.44%
3 Year 32.66% 32.66% 48.52%
5 Year 67.83% 67.83% 89.46%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
1 Year 22.51% 22.51% 24.77%
3 Year 52.71% 52.71% 65.21%
5 Year 76.83% 76.83% 96.96%

Risk Management

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
Standard Deviation 11.77% 11.77% 11.87%
Sharp 0.8% 0.8% 1.28%
Beta 0.89% 0.89% 0.85%
Alpha -2.43% -2.43% 2.07%

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Fund Managers

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth
Name R Janakiraman R Janakiraman Harsha Upadhyaya
Total AUM ₹50034 Cr ₹50034 Cr ₹139411 Cr
Fund Manage 8 8 11
Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Kotak Equity Opportunities Fund - Growth

Market Cap

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

Franklin India Equity Advantage Fund - Growth Plan

Kotak Equity Opportunities Fund - Growth

Others 3.02 5.91 1.07
Large Cap 49.9 57.31 54.46
Mid Cap 41.17 36.78 38.78
Small Cap 5.92 - 5.62

Sector Allocation

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

Franklin India Equity Advantage Fund - Growth Plan

Kotak Equity Opportunities Fund - Growth

Others 1.85 3.46 1
Automobile 19.52 9.51 -
Energy 3.04 5.92 -
Technology 8.34 9.27 -
Materials 2.23 - -
Construction 4.2 4.53 3.51
Healthcare 8.05 9.85 -
Metals & Mining 2.47 2.23 -
Financial 24.16 27.63 -
Consumer Staples 2.88 8.6 -
Insurance 1.9 3.53 0.74
Services 15.35 9.55 -
Consumer Discretionary 2.29 2.68 -
Chemicals 1.68 0.98 -
Textiles 2.05 - -
Capital Goods - 0.66 -
Communication - 1.6 -
Telecom - Services - - 1.42
Petroleum Products - - 5.8
Finance - - 2.07
IT - Software - - 3.83
Banks - - 17.07
Diversified FMCG - - 0.82
Pharmaceuticals & Biotechnology - - 7.02
Non - Ferrous Metals - - 0.63
Healthcare Services - - 0.45
Ferrous Metals - - 3.24
Chemicals & Petrochemicals - - 5.28
Realty - - 1.17
Transport Services - - 0.52
Electrical Equipment - - 3.59
Gas - - 4.82
Automobiles - - 3.26
Fertilizers & Agrochemicals - - 1.73
Agricultural, Commercial & Construction Vehicles - - 2.21
Industrial Products - - 2.99
Consumer Durables - - 3.44
Aerospace & Defense - - 4.2
Auto Components - - 8.63
Cement & Cement Products - - 3.53
Entertainment - - 0.75
Industrial Manufacturing - - 0.87
Power - - 1.31
Retailing - - 3.13
Beverages - - 0.9

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