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) | ₹6864 Cr | ₹637 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 | 3.19% | 3.84% |
6 Month | 0.7% | 1.91% |
1 Year | 3.93% | 8.05% |
3 Year | 35.1% | 18.61% |
5 Year | 31.34% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
6 Month | 10.21% | 9.42% |
1 Year | 10.28% | 10.38% |
3 Year | 30.69% | 17.66% |
5 Year | 27.55% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
1 Year | 13.64% | 13.55% |
3 Year | 15.61% | 11.66% |
5 Year | 15.06% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.87% | 14.57% |
Sharp | 1.45% | 0.61% |
Beta | 1% | 0.96% |
Alpha | 11.56% | 0.60% |
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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 | 7.11 | 3.16 |
Large Cap | 52.76 | 69.87 |
Small Cap | 27.2 | 9.2 |
Mid Cap | 12.92 | 17.77 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Others | 7.11 | 2.11 |
Petroleum Products | 6.58 | - |
IT - Services | 0.79 | - |
Construction | 0.86 | - |
Consumer Durables | 2.3 | - |
Diversified FMCG | 4.12 | - |
Banks | 12.16 | - |
Pharmaceuticals & Biotechnology | 5.85 | - |
Transport Services | 2.19 | - |
IT - Software | 8.43 | - |
Industrial Manufacturing | 1.44 | - |
Automobiles | 5.73 | - |
Personal Products | 1.62 | - |
Healthcare Services | 5.06 | - |
Industrial Products | 4.14 | - |
Finance | 2.35 | - |
Telecom - Services | 5.63 | - |
Financial Technology (Fintech) | 2.09 | - |
Cement & Cement Products | 1.52 | - |
Realty | 2.15 | - |
Fertilizers & Agrochemicals | 1.99 | - |
Chemicals & Petrochemicals | 2.06 | - |
Retailing | 4.3 | - |
Leisure Services | 4.71 | - |
Auto Components | 1.06 | - |
Power | 1.33 | - |
Insurance | 2.42 | - |
Technology | - | 23.14 |
Consumer Defensive | - | 5.42 |
Financial Services | - | 31 |
Healthcare | - | 0.3 |
Consumer Cyclical | - | 20.99 |
Real Estate | - | 2.51 |
Utilities | - | 1.72 |
Industrials | - | 7.07 |
Communication Services | - | 3.5 |
Basic Materials | - | 2.25 |
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