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 | ₹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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