Franklin U.S. Opportunities Equity Active Fund of Funds - 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 overall, boasting a higher star rating of 5 and a better 1-year return of 6.73% compared to Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - Growth's -4.68%. However, Franklin's 3-year CAGR of 19.05% outperforms Kotak's 17.77%, indicating a tradeoff where investors may choose higher short-term returns with Kotak at a lower expense ratio of 0.7393% versus Franklin's 0.87%. For investors deciding between these two, consider your preference for short-term performance versus long-term growth potential.

Franklin Templeton Mutual Fund

Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - Growth

Franklin Templeton Mutual Fund

★★★★★

Equity · Thematic

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Metric Franklin U.S. Opportun... Kotak Business Cycle -...
NAV ₹276.58 ₹18.71
Star Rating ★★★★ ★★★★★
Expense Ratio 0.87% 0.7393%
AUM ₹9,577 Cr ₹3,413 Cr
1M Return -5.08% +3.7%
3M Return -4.74% +0.27%
6M Return +0.74% +9.23%
1Y Return -4.68% +6.73%
3Y CAGR +19.05% +17.77%
5Y CAGR +16.24% —
Risk Level — —
Fund Manager R Janakiraman, Srikesh Nair, Hari Shyamsunder Pankaj Tibrewal