All comparisons
Head-to-head
Franklin India Income Opportunities Fund - Direct - GrowthvsKotak Medium Term Fund - Direct Plan - Growth
Side-by-side comparison of Franklin India Income Opportunities Fund - Direct - Growth and Kotak Medium Term Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
debt
Franklin India Income Opportunities Fund - Direct - Growth
3Y ago₹1.17 L
5Y ago₹1.39 L
debt
Kotak Medium Term Fund - Direct Plan - Growth
3Y ago₹1.30 L
5Y ago₹1.43 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Franklin India Income Opportuni… | Kotak Medium Term Fund - Direct… |
|---|---|---|
| Fund house | Franklin Templeton Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Debt Scheme - Medium Duration Fund | Debt Scheme - Medium Duration Fund |
| Latest NAV | ₹26.5759 | ₹27.5842 |
| Assets managed (AUM) | — | — |
| 1Y return | 15.80% | 8.00% |
| 3Y CAGR | 5.42% | 9.03% |
| 5Y CAGR | 6.75% | 7.47% |
| Since inception CAGR | 8.35% | 8.47% |
| Bumpiness · 3Y (annualised σ) | 6.91 | 1.44 |
| Worst drop ever | -13.70% | -5.17% |
| Sharpe · 3Y (rf=6%) | -0.07 | 2.11 |
Explore each fund individually
Franklin India Income Opportunities Fund - Direct - Growth →Kotak Medium Term Fund - Direct Plan - Growth →
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