Franklin India Dividend Yield Fund-Growth Plan vs Kotak Business Cycle - Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle - Direct Plan - Growth appears stronger across several metrics, boasting a higher star rating of 5 compared to Franklin India Dividend Yield Fund-Growth Plan's 2, and delivering superior returns with a 1Y return of 6.73% and a 3Y CAGR of 17.77%. However, this comes with a tradeoff in terms of AUM, as Kotak has a larger asset base of ₹3413 Cr versus Franklin's ₹2279 Cr, which may indicate a more established fund but also reflects differing investor preferences. For investors choosing between these funds, Kotak offers better performance and a lower expense ratio, making it potentially more attractive despite its larger size.
Franklin India Dividend Yield Fund-Growth Plan
Franklin Templeton Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Franklin India Dividen... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹143.03 | ₹18.71 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 1.38% | 0.7393% |
| AUM | ₹2,279 Cr | ₹3,413 Cr |
| 1M Return | -3.94% | +3.7% |
| 3M Return | -3.78% | +0.27% |
| 6M Return | -2.93% | +9.23% |
| 1Y Return | -5.43% | +6.73% |
| 3Y CAGR | +10.53% | +17.77% |
| 5Y CAGR | +10.94% | — |
| Risk Level | — | — |
| Fund Manager | Vikas Chiranwal, Srikesh Nair | Pankaj Tibrewal |