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 | -1.22% | 1.57% |
| 6 Month | 5.31% | 3.4% |
| 1 Year | 2.2% | -2.12% |
| 3 Year | 27.57% | 12.72% |
| 5 Year | 24.13% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.32% | 3.08% |
| 1 Year | 12.93% | 11.79% |
| 3 Year | 22.66% | 9.36% |
| 5 Year | 23.29% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.47% | 12.76% |
| 3 Year | 17.4% | 14.12% |
| 5 Year | 15.39% | - |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 13.82% |
| Sharp | 1.34% | 0.42% |
| Beta | 1.02% | 1.01% |
| Alpha | 10.53% | -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 | 8.69 | 2.62 |
| Large Cap | 47.16 | 64.22 |
| Mid Cap | 14.15 | 31.75 |
| Small Cap | 29.98 | 1.41 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.69 | 1.93 |
| Petroleum Products | 3.02 | - |
| Retailing | 4.29 | - |
| Construction | 0.82 | - |
| Consumer Durables | 1.94 | - |
| Diversified FMCG | 1.62 | - |
| Banks | 18.64 | - |
| Chemicals & Petrochemicals | 3.38 | - |
| Pharmaceuticals & Biotechnology | 7.7 | - |
| Electrical Equipment | 0.78 | - |
| IT - Software | 6.97 | - |
| Industrial Manufacturing | 2.1 | - |
| Automobiles | 7.83 | - |
| Healthcare Services | 5.29 | - |
| Telecom - Services | 5.46 | - |
| Industrial Products | 4.16 | - |
| Financial Technology (Fintech) | 2.37 | - |
| Cement & Cement Products | 1.66 | - |
| Fertilizers & Agrochemicals | 1.27 | - |
| Transport Services | 1.62 | - |
| Auto Components | 1.01 | - |
| Power | 2.61 | - |
| Finance | 1.23 | - |
| Realty | 0.55 | - |
| Insurance | 2.29 | - |
| Leisure Services | 2.59 | - |
| Paper, Forest & Jute Products | 0.09 | - |
| Energy | - | 6.75 |
| Technology | - | 3.35 |
| Consumer Defensive | - | 9.55 |
| Financial Services | - | 35.46 |
| Real Estate | - | 0.69 |
| Consumer Cyclical | - | 15.63 |
| Basic Materials | - | 2.25 |
| Healthcare | - | 6.36 |
| Industrials | - | 10.58 |
| Communication Services | - | 7.45 |
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