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) | ₹7766 Cr | ₹1179 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 | -0.14% | -0.88% |
6 Month | 11.24% | 14.34% |
1 Year | 2.8% | 0.53% |
3 Year | 30.43% | 18.08% |
5 Year | 28.11% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.03% | 3.27% |
1 Year | 14.52% | 14.22% |
3 Year | 25.68% | 17.02% |
5 Year | 24.85% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.05% | 11.7% |
3 Year | 16.11% | 13.34% |
5 Year | 15.23% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.87% | 11.46% |
Sharp | 1.38% | 0.84% |
Beta | 1.01% | 0.76% |
Alpha | 10.54% | 2.40% |
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 | 11.95 | 28.78 |
Large Cap | 44.12 | 34.13 |
Small Cap | 28.36 | 19.88 |
Mid Cap | 15.57 | 17.2 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 7.29 | 4.77 |
Energy | 4.34 | 1.73 |
Consumer Cyclical | 20.07 | 21.98 |
Industrials | 4.42 | 13.33 |
Consumer Defensive | 1.74 | 1.66 |
Financial Services | 18.85 | 12.87 |
Basic Materials | 9.66 | 9.25 |
Healthcare | 12.76 | 7.95 |
Technology | 11.87 | 12.59 |
Communication Services | 5.71 | 9.39 |
Real Estate | 0.5 | - |
Utilities | 2.78 | 4.49 |
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