- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak ESG Exclusionary Strategy Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5948 Cr | ₹861 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 | 1.8 | 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 | -4.41% | -2.88% |
| 6 Month | -14.64% | -13.76% |
| 1 Year | 10.62% | 0.43% |
| 3 Year | 26.09% | 9.16% |
| 5 Year | 27.21% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -11.32% | -9.03% |
| 1 Year | -17.31% | -16.9% |
| 3 Year | 24.81% | 7.98% |
| 5 Year | 24.66% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.14% | 13.94% |
| 3 Year | 15.15% | 12.63% |
| 5 Year | 14.91% | - |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 13.958% |
| Sharp | 1.03% | 0.268% |
| Beta | 1.01% | 0.953% |
| Alpha | 10.23% | -1.104% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Fund Manage | 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 | 6.26316 | 3.67708 |
| Large Cap | 41.19677 | 81.5239 |
| Small Cap | 35.99714 | 3.85355 |
| Mid Cap | 16.54293 | 10.94548 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.3926 | 1.44191 |
| Energy | 4.22608 | 2.25263 |
| Communication Services | 9.89018 | 6.68914 |
| Industrials | 8.54899 | 6.6324 |
| Consumer Cyclical | 20.06171 | 16.69282 |
| Consumer Defensive | 3.89797 | 3.88436 |
| Financial Services | 10.86059 | 24.18752 |
| Healthcare | 13.22916 | 6.91409 |
| Technology | 8.54362 | 15.06281 |
| Basic Materials | 8.22727 | 13.15522 |
| Real Estate | 2.50248 | - |
| Utilities | 1.61935 | 3.08711 |
Top Comparisons
ICICI Prudential Infrastructure Fund - Growth
3Y Returns27.73%
LIC MF Infrastructure Fund-Growth
3Y Returns24.47%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns11.49%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns15.26%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns11.59%
Tata Silver Exchange Traded Fund
3Y Returns0%
