Axis Quant Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Axis Quant Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8189 Cr | ₹918 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Feb 2000 | 01 Jul 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 200 |
| Turn Over | 84.04% | 126% |
| Expense Ratio | 1.79 | 2.2 |
| Manager | R Janakiraman | Vinayak Jayanath |
| ISIN Code | INF090I01841 | INF846K011A2 |
| 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 | Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.06% | 0.56% |
| 6 Month | 7.61% | 3.95% |
| 1 Year | 9.08% | 2.16% |
| 3 Year | 29.32% | 13.09% |
| 5 Year | 25.46% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.83% | 2.44% |
| 1 Year | 13.46% | 9.42% |
| 3 Year | 24.28% | 9.66% |
| 5 Year | 24.28% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.57% | 12.76% |
| 3 Year | 17.26% | 14.12% |
| 5 Year | 15.36% | - |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 13.82% |
| Sharp | 1.42% | 0.42% |
| Beta | 1.02% | 1.01% |
| Alpha | 10.97% | -3.10% |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Name | R Janakiraman | Vinayak Jayanath |
| Total AUM | ₹50034 Cr | ₹0 Cr |
| Funds Managed | 8 | 18 |
| Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.94 | 2.62 |
| Large Cap | 45.69 | 64.22 |
| Small Cap | 27.76 | 1.41 |
| Mid Cap | 15.61 | 31.75 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.57 | 1.93 |
| Energy | 3.02 | 6.75 |
| Consumer Cyclical | 16.82 | 15.63 |
| Industrials | 4.35 | 10.58 |
| Consumer Defensive | 1.62 | 9.55 |
| Financial Services | 24.53 | 35.46 |
| Basic Materials | 8.66 | 2.25 |
| Healthcare | 13 | 6.36 |
| Technology | 12.83 | 3.35 |
| Communication Services | 5.45 | 7.45 |
| Utilities | 2.61 | - |
| Real Estate | 0.55 | 0.69 |
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