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) | ₹5948 Cr | ₹1157 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 | 1.8 | 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 | -5.38% | -6.47% |
6 Month | -16.75% | -15.17% |
1 Year | 14.27% | 8.52% |
3 Year | 25.44% | 10.18% |
5 Year | 28.21% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | -11.33% | -11.3% |
1 Year | -19.26% | -17.98% |
3 Year | 23.97% | 10.44% |
5 Year | 24.14% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.98% | 15.38% |
3 Year | 15.3% | 12.82% |
5 Year | 14.97% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.87% | 13.873% |
Sharp | 1.03% | 0.394% |
Beta | 1.01% | - |
Alpha | 10.23% | - |
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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 | 6.26 | 24.51 |
Large Cap | 41.2 | 39.64 |
Small Cap | 36 | 17.81 |
Mid Cap | 16.54 | 18.05 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 8.39 | 6.5 |
Energy | 4.23 | 1.67 |
Communication Services | 9.89 | 8.09 |
Industrials | 8.55 | 13.63 |
Consumer Cyclical | 20.06 | 19.5 |
Consumer Defensive | 3.9 | 1.75 |
Financial Services | 10.86 | 14.58 |
Healthcare | 13.23 | 7.41 |
Technology | 8.54 | 15.15 |
Basic Materials | 8.23 | 8.36 |
Real Estate | 2.5 | - |
Utilities | 1.62 | 3.36 |
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