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) | ₹8304 Cr | ₹925 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 | 1.47% | 1.8% |
| 6 Month | 3.53% | 2.5% |
| 1 Year | 5.24% | 2.69% |
| 3 Year | 30.57% | 15.08% |
| 5 Year | 22.22% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.96% | 4.87% |
| 1 Year | 14.65% | 15.73% |
| 3 Year | 21.9% | 9.99% |
| 5 Year | 23.14% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.22% | 12.76% |
| 3 Year | 17.43% | 14.12% |
| 5 Year | 15.41% | - |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 13.17% |
| Sharp | 1.34% | 0.53% |
| Beta | 1.02% | 1.02% |
| Alpha | 10.53% | -2.34% |
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 | 8.21 | 3.12 |
| Large Cap | 42.54 | 65.97 |
| Mid Cap | 16.31 | 29.9 |
| Small Cap | 32.94 | 1.02 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.21 | 2.44 |
| Petroleum Products | 3.14 | 9.06 |
| Retailing | 2.95 | - |
| IT - Services | 0.72 | - |
| Consumer Durables | 3.79 | - |
| Chemicals & Petrochemicals | 3 | 1.01 |
| Pharmaceuticals & Biotechnology | 7.72 | 4.41 |
| Banks | 16.8 | 26.82 |
| Aerospace & Defense | 2.91 | 1.15 |
| Electrical Equipment | 0.62 | 1.86 |
| IT - Software | 6.96 | 3.51 |
| Industrial Manufacturing | 2.09 | - |
| Automobiles | 6.65 | 16.65 |
| Healthcare Services | 4.71 | 1 |
| Telecom - Services | 5.3 | 7.18 |
| Industrial Products | 6.28 | 1.9 |
| Financial Technology (Fintech) | 3.35 | - |
| Cement & Cement Products | 1.59 | 2.08 |
| Fertilizers & Agrochemicals | 1.32 | - |
| Transport Services | 1.68 | 3.86 |
| Auto Components | 1.17 | 0.85 |
| Power | 2.49 | - |
| Finance | 1.27 | 7.22 |
| Realty | 0.47 | 0.68 |
| Insurance | 2.36 | - |
| Leisure Services | 2.45 | - |
| Capital Markets | - | 2.91 |
| Agricultural Food & other Products | - | 2.31 |
| Food Products | - | 3.11 |
Top Comparisons
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns15.96%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns16.85%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns20.53%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns20.04%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns12.85%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns18.24%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns7.98%