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) | ₹7509 Cr | ₹1171 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 | 4.21% | 3.81% |
6 Month | 19.31% | 17.67% |
1 Year | 0.12% | 1.06% |
3 Year | 27.91% | 15.13% |
5 Year | 29.12% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.07% | 6.65% |
1 Year | 15.91% | 14.48% |
3 Year | 27.71% | 17.95% |
5 Year | 25.69% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.31% | 12.49% |
3 Year | 15.86% | 12.87% |
5 Year | 15.16% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.87% | 12.08% |
Sharp | 1.33% | 0.62% |
Beta | 1.01% | 0.78% |
Alpha | 11.25% | 1.18% |
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 | 10.27 | 24.73 |
Large Cap | 44.8 | 37.5 |
Small Cap | 27.99 | 19.34 |
Mid Cap | 16.94 | 18.42 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 6.31 | 2.43 |
Energy | 5.1 | 3.01 |
Consumer Cyclical | 18.45 | 19.52 |
Industrials | 4.14 | 12.66 |
Consumer Defensive | 1.83 | 1.76 |
Financial Services | 19.78 | 16.24 |
Basic Materials | 9.22 | 8.84 |
Healthcare | 14.12 | 9.42 |
Technology | 11.61 | 14.03 |
Communication Services | 5.73 | 7.5 |
Real Estate | 0.84 | - |
Utilities | 2.87 | 4.58 |
Top Comparisons
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.1%
Mirae Asset Low Duration Fund- Growth
3Y Returns6.94%
Invesco India Multicap Fund - Growth Option
3Y Returns17.51%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns21.4%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns11.2%
Quant Focused Fund-Growth
3Y Returns12.07%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
3Y Returns11.8%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns16.68%