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 | -0.12% | 1.56% |
6 Month | 12.33% | 9.61% |
1 Year | 1.52% | -0.71% |
3 Year | 30.68% | 14.73% |
5 Year | 28.14% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
6 Month | 3.03% | 2.93% |
1 Year | 14.52% | 11.4% |
3 Year | 25.68% | 14.8% |
5 Year | 24.85% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
1 Year | 13.05% | 12.08% |
3 Year | 16.11% | 12.21% |
5 Year | 15.23% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.87% | 12.79% |
Sharp | 1.38% | 0.53% |
Beta | 1.01% | 0.93% |
Alpha | 10.54% | 0.41% |
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 | 11.95 | 7.35 |
Large Cap | 44.12 | 68.88 |
Small Cap | 28.36 | 5.75 |
Mid Cap | 15.57 | 18.02 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Others | 7.29 | 1.38 |
Energy | 4.34 | - |
Consumer Cyclical | 20.07 | 20.76 |
Industrials | 4.42 | 1.87 |
Consumer Defensive | 1.74 | 8.82 |
Financial Services | 18.85 | 38.07 |
Basic Materials | 9.66 | 4.64 |
Healthcare | 12.76 | 6.36 |
Technology | 11.87 | 12.74 |
Communication Services | 5.71 | 5.36 |
Real Estate | 0.5 | 0 |
Utilities | 2.78 | - |
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