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) | ₹7509 Cr | ₹907 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 | 4.11% | 1.36% |
6 Month | 21.28% | 11.66% |
1 Year | 0.89% | -10.95% |
3 Year | 29.15% | 12.15% |
5 Year | 28.59% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.07% | 1.45% |
1 Year | 15.91% | 1.27% |
3 Year | 27.71% | 8.86% |
5 Year | 25.69% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.31% | 13.63% |
3 Year | 15.86% | 14.54% |
5 Year | 15.16% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.87% | 13.88% |
Sharp | 1.33% | 0.38% |
Beta | 1.01% | 0.99% |
Alpha | 11.25% | -1.85% |
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 | 10.77 | 4.06 |
Large Cap | 44.29 | 62.62 |
Small Cap | 29.26 | 1.35 |
Mid Cap | 15.68 | 31.97 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 6.11 | 3.42 |
Energy | 4.47 | 5.49 |
Consumer Cyclical | 19.93 | 7.74 |
Industrials | 4.4 | 15.49 |
Consumer Defensive | 1.9 | 6.32 |
Financial Services | 19.13 | 32.25 |
Basic Materials | 9.15 | 5.11 |
Healthcare | 13.46 | 7.37 |
Technology | 12.15 | 6.89 |
Communication Services | 5.85 | 9.29 |
Real Estate | 0.69 | 0.63 |
Utilities | 2.76 | - |
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