Franklin U.S. Opportunities Equity Active Fund of Funds - 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 returns of 6.73%, compared to Franklin U.S. Opportunities Equity Active Fund of Funds - Growth's 1-year return of -4.68%. However, while Kotak has a lower expense ratio at 0.7393%, it also has a significantly smaller AUM of ₹3413 Cr compared to Franklin's ₹9577 Cr. Investors should consider that while Kotak offers higher short-term performance and a better rating, it comes with a smaller asset base which may impact liquidity.

Franklin Templeton Mutual Fund

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