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  • Fixed Income & Bonds
  • Mutual Funds
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To get Mutual Fund (MF) recommendations, call us at 9711389451 or 9120889451. Whatsapp: 9711389451

To get Mutual Fund (MF) recommendations, call us at 9711389451 or 9120889451. Whatsapp: 9711389451

To get Mutual Fund (MF) recommendations, call us at 9711389451 or 9120889451. Whatsapp: 9711389451

To get Mutual Fund (MF) recommendations, call us at 9711389451 or 9120889451. Whatsapp: 9711389451

To get Mutual Fund (MF) recommendations, call us at 9711389451 or 9120889451. Whatsapp: 9711389451

To get Mutual Fund (MF) recommendations, call us at 9711389451 or 9120889451. Whatsapp: 9711389451

Mutual Funds:

Franklin India Opportunities Fund:


1. This Mutual Fund currently invests in companies with following themes : Make in India, Sustainable Living and Digitization.

2. NAV of the fund as on 20th March, 2026 is Rs 230.47.

3. Expense ratio of the fund is 1.75%.

4. In the past 1 year, the fund has given annual return (CAGR) of 6.87%.

5. In the past 3 years it has given annual return of 18.33%.

6. In the past 5 years,  it has given annual return of 21.98%.

7. Since inception it has given annual return of 18.69%. 



Kotak Flexicap fund:


This fund invests in stocks across market capitalization categories.

It invests in large capitalization (large cap) stocks, mid-cap stocks, and small-cap stocks.

In the past one year  to 20th Feb, 2026, it has given a return of 18.6%.

In the past 3 years, it has given CAGR (compound annual growth rate) return of 18.61%.

In the past 5 years, it has given CAGR of 15.61%.

Since its inception, it has given CAGR of 16.49%.

The risk of the fund is very high.

You can invest in this fund directly through Kotak MF platform (www.kotakmf.com)




Motilal Oswal BSE Enhanced Value Index Fund Direct Growth:


This fund is a passive fund.

It tracks the BSE Enhanced Value Return Index. 

In the past 1 year (as on 30th January, 2026)  the fund has generated return of 27.66%.

In the past 3 years (as on 30th January, 2026) it has given compounded annual growth rate (CAGR) of 33.43%.

Since its inception in 2022 it has given CAGR of 36.30%.

Total expense ratio of the fund is currently 0.37% per annum,

That means if you have invest Rs 100 in the fund, you will have to pay Rs 0.37 annually as expense or fee to the fund.

The fund is a listed one. 

Year-to-date in 2026, the price of one unit of its share has risen by 5.75%. 

This is also an open-ended mutual fund. 

Open-ended means you can directly invest in the fund at any time you want. 




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