ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Fund | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7509 Cr | ₹605 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 21 Feb 2000 | 24 Dec 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 100 ESG TRI |
Turn Over | 84.04% | 18% |
Expense Ratio | 1.79 | 2.41 |
Manager | R Janakiraman | Dhaval Gala |
ISIN Code | INF090I01841 | INF209KB1U43 |
Exits Load | Franklin India Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
1 Month | 4.21% | 2.71% |
6 Month | 19.31% | 14.09% |
1 Year | 0.12% | -4.04% |
3 Year | 27.91% | 12.57% |
5 Year | 29.12% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
6 Month | 6.07% | 3.08% |
1 Year | 15.91% | 6.54% |
3 Year | 27.71% | 14.07% |
5 Year | 25.69% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
1 Year | 13.31% | 12.58% |
3 Year | 15.86% | 12% |
5 Year | 15.16% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.87% | 12.92% |
Sharp | 1.33% | 0.46% |
Beta | 1.01% | 0.92% |
Alpha | 11.25% | 0.97% |
Fund Managers
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Name | R Janakiraman | Dhaval Gala |
Total AUM | ₹50034 Cr | ₹23597 Cr |
Funds Managed | 8 | 7 |
Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Others | 10.27 | 7.57 |
Large Cap | 44.8 | 66.01 |
Small Cap | 27.99 | 7.82 |
Mid Cap | 16.94 | 18.6 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Others | 6.31 | 1.93 |
Energy | 5.1 | - |
Consumer Cyclical | 18.45 | 19.89 |
Industrials | 4.14 | 3.53 |
Consumer Defensive | 1.83 | 8.56 |
Financial Services | 19.78 | 38.02 |
Basic Materials | 9.22 | 5.23 |
Healthcare | 14.12 | 4.72 |
Technology | 11.61 | 12.66 |
Communication Services | 5.73 | 4.1 |
Real Estate | 0.84 | 1.34 |
Utilities | 2.87 | - |
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