Franklin India Retirement Fund - Direct - Growth 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 based on its higher star rating of 5 and better 1-year return of 6.73%, compared to Franklin India Retirement Fund - Direct - Growth's 1-year return of -5.75%. However, Franklin India has a significantly larger AUM of ₹9577 Cr versus Kotak's ₹3413 Cr, which may indicate greater investor confidence and stability. Investors should consider the tradeoff between Kotak's lower expense ratio of 0.7393% and Franklin's 0.88%, as well as the varying performance metrics over different time horizons.
Franklin India Retirement Fund - Direct - Growth
Franklin Templeton Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Franklin India Retirem... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹275.07 | ₹18.71 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 0.88% | 0.7393% |
| AUM | ₹9,577 Cr | ₹3,413 Cr |
| 1M Return | -6.81% | +3.7% |
| 3M Return | -4.63% | +0.27% |
| 6M Return | -1.06% | +9.23% |
| 1Y Return | -5.75% | +6.73% |
| 3Y CAGR | +18.82% | +17.77% |
| 5Y CAGR | +15.59% | — |
| Risk Level | — | — |
| Fund Manager | R Janakiraman, Srikesh Nair, Hari Shyamsunder | Pankaj Tibrewal |