Axis Special Situations Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
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 | ₹1199 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 | -2.45% | -3.16% |
| 6 Month | 3.41% | 2.92% |
| 1 Year | -0.04% | -1.37% |
| 3 Year | 28.2% | 16.38% |
| 5 Year | 22.97% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.45% | -1.82% |
| 1 Year | 9.78% | 6.39% |
| 3 Year | 21.67% | 13.29% |
| 5 Year | 23.05% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.41% | 11.7% |
| 3 Year | 17.42% | 13.34% |
| 5 Year | 15.4% | - |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 11.53% |
| Sharp | 1.34% | 0.86% |
| Beta | 1.02% | 0.77% |
| Alpha | 10.53% | 3.03% |
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 | 10.94 | 38.38 |
| Large Cap | 45.69 | 25.91 |
| Small Cap | 27.76 | 18.13 |
| Mid Cap | 15.61 | 17.59 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.57 | 5.43 |
| Energy | 3.02 | 0 |
| Consumer Cyclical | 16.82 | 23.31 |
| Industrials | 4.35 | 12.35 |
| Consumer Defensive | 1.62 | 0.18 |
| Financial Services | 24.53 | 11.32 |
| Basic Materials | 8.66 | 9.54 |
| Healthcare | 13 | 9.34 |
| Technology | 12.83 | 15.14 |
| Communication Services | 5.45 | 10.63 |
| Utilities | 2.61 | 1.39 |
| Real Estate | 0.55 | 1.39 |
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