Kotak ESG Exclusionary Strategy Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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Chart Comparison

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

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 Very High
Asset Size (Cr) ₹4576 Cr ₹1009 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Feb 2000 05 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 1.87 2.21
Manager R Janakiraman Harsha Upadhyaya
ISIN Code INF090I01841 INF174KA1FF0
Exits Load 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 Opportunities Fund - Growth Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
1 Month 3.47% 0.46%
6 Month 35.18% 16.93%
1 Year 66.35% 33.88%
3 Year 28.82% 13.13%
5 Year 30.72% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
6 Month - -
1 Year 30.85% 15.37%
3 Year 74.63% 30.56%
5 Year 126.93% 34.44%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
1 Year 32.18% 12.81%
3 Year 87.96% 36.29%
5 Year 140.44% 38.77%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Standard Deviation 14.87% 12.83%
Sharp 1.41% 0.61%
Beta 0.98% 0.87%
Alpha 10.03% -0.88%

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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 10.97 1.65
Large Cap 36.15 75.34
Small Cap 43.6 1.93
Mid Cap 9.26 21.08

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Others 5.98 0.92
Energy 6.18 5.09
Technology 5.96 11.05
Metals & Mining 3.34 5.11
Construction 3.01 5.38
Financial 7.34 24.78
Automobile 8.9 15.74
Healthcare 9.45 6.31
Capital Goods 19.93 -
Services 12.88 4.59
Chemicals 3.64 4.4
Consumer Discretionary 6.32 -
Communication 6.23 4.24
Materials 0.82 8.19
Consumer Staples - 3.83
Unclassified - 0.37

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