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Franklin India Equity Advantage Fund vs Kotak Equity Opportunities Fund compare
Franklin India Equity Advantage Fund - Growth Plan
Kotak Equity Opportunities Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Fund | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3370 Cr | ₹24534 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 02 Mar 2005 | 09 Sep 2004 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 72.19% | 14.92% |
| Expense Ratio | 2.02 | 1.61 |
| Manager | R Janakiraman | Harsha Upadhyaya |
| ISIN Code | INF090I01205 | INF174K01187 |
| Exits Load | Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 1 Month | 9.5% | 7.73% |
| 6 Month | 0.07% | -1.91% |
| 1 Year | 14.55% | 8.1% |
| 3 Year | 19.1% | 21.88% |
| 5 Year | 26.75% | 26.02% |
SIP Return Analysis
| Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 6 Month | 1.08% | 0.14% |
| 1 Year | -2.81% | -7.02% |
| 3 Year | 14.65% | 15.57% |
| 5 Year | 15.84% | 17.55% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 1 Year | 12.73% | 16.98% |
| 3 Year | 12.56% | 15.39% |
| 5 Year | 13.72% | 14.87% |
Risk Management
| Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Standard Deviation | 13.96% | 14.018% |
| Sharp | 0.436% | 0.647% |
| Beta | 0.94% | 0.929% |
| Alpha | 0.015% | 3.063% |
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Fund Managers
| Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Name | R Janakiraman | Harsha Upadhyaya |
| Total AUM | ₹50034 Cr | ₹139411 Cr |
| Funds Managed | 8 | 11 |
| Franklin India Equity Advantage Fund - Growth Plan | Kotak Equity Opportunities Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Others | 4.52 | 4.51 |
| Large Cap | 47.11 | 54.26 |
| Mid Cap | 36.21 | 35.22 |
| Small Cap | 12.16 | 6.01 |
Sector Allocation
| Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Others | 2.9 | 3.44 |
| Energy | 2.87 | 5.77 |
| Technology | 11.24 | 10.67 |
| Consumer Cyclical | 15.34 | 13.42 |
| Industrials | 13.48 | 16.41 |
| Financial Services | 28.77 | 20.63 |
| Healthcare | 6.47 | 8.56 |
| Basic Materials | 4.28 | 10.21 |
| Consumer Defensive | 8.21 | 1.89 |
| Utilities | 2.79 | 5.64 |
| Real Estate | 3.66 | 0.86 |
| Communication Services | - | 2.5 |
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