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Axis Special Situations Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon AXIS INNOVATION FUND - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Fund Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8189 Cr ₹1206 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Feb 2000 24 Dec 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 TRI
Turn Over 84.04% 18%
Expense Ratio 1.79 2.26
Manager R Janakiraman Vinayak Jayanath
ISIN Code INF090I01841 INF846K01Y05
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 Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month -1.22% -0.73%
6 Month 5.31% 4.16%
1 Year 2.2% 0.37%
3 Year 27.57% 16.17%
5 Year 24.13% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month 1.32% 1.35%
1 Year 12.93% 12.58%
3 Year 22.66% 14.95%
5 Year 23.29% -

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year 14.47% 11.7%
3 Year 17.4% 13.34%
5 Year 15.39% -

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation 14.87% 11.50%
Sharp 1.34% 0.89%
Beta 1.02% 0.76%
Alpha 10.53% 2.84%

Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Name R Janakiraman Vinayak Jayanath
Total AUM ₹50034 Cr ₹0 Cr
Funds Managed 8 18
Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 8.69 30.65
Large Cap 47.16 32.33
Mid Cap 14.15 16.37
Small Cap 29.98 20.65

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 8.69 3.9
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 -
Industrials - 14.35
Technology - 11.97
Energy - 1.57
Consumer Cyclical - 20.35
Communication Services - 9.45
Financial Services - 13.04
Healthcare - 8.44
Real Estate - 1.51
Basic Materials - 10.21
Consumer Defensive - 0.68
Utilities - 4.54

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