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) | ₹7766 Cr | ₹903 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 | 0.91% | 2.63% |
| 6 Month | 8.05% | 4.5% |
| 1 Year | 9.28% | 1.46% |
| 3 Year | 29.58% | 12.7% |
| 5 Year | 25.87% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.55% | 2.29% |
| 1 Year | 15.33% | 9.39% |
| 3 Year | 24.58% | 9.35% |
| 5 Year | 24.2% | - |
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 | 11.95 | 1.66 |
| Large Cap | 44.12 | 62.16 |
| Small Cap | 28.36 | 1.37 |
| Mid Cap | 15.57 | 34.81 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.29 | 0.97 |
| Energy | 4.34 | 7.94 |
| Consumer Cyclical | 20.07 | 9.15 |
| Industrials | 4.42 | 16.21 |
| Consumer Defensive | 1.74 | 5.56 |
| Financial Services | 18.85 | 37.3 |
| Basic Materials | 9.66 | 2.36 |
| Healthcare | 12.76 | 9.07 |
| Technology | 11.87 | 3.82 |
| Communication Services | 5.71 | 6.93 |
| Real Estate | 0.5 | 0.69 |
| Utilities | 2.78 | - |
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