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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) ₹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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