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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 2.09% 3.41%
6 Month -4.04% -4.72%
1 Year 4.26% 5.57%
3 Year 34.88% 18.39%
5 Year 31.53% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month 7.45% 7.71%
1 Year 5.1% 5.71%
3 Year 29.07% 17.35%
5 Year 26.62% -

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year 13.64% 13.71%
3 Year 15.61% 12.64%
5 Year 15.06% -

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation 14.87% 13.873%
Sharp 1.45% 0.394%
Beta 1% -
Alpha 11.56% -

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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 7.11 24.51
Large Cap 52.76 39.64
Small Cap 27.2 17.81
Mid Cap 12.92 18.05

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 7.11 6.5
Petroleum Products 6.58 -
IT - Services 0.79 -
Construction 0.86 -
Consumer Durables 2.3 -
Diversified FMCG 4.12 -
Banks 12.16 -
Pharmaceuticals & Biotechnology 5.85 -
Transport Services 2.19 -
IT - Software 8.43 -
Industrial Manufacturing 1.44 -
Automobiles 5.73 -
Personal Products 1.62 -
Healthcare Services 5.06 -
Industrial Products 4.14 -
Finance 2.35 -
Telecom - Services 5.63 -
Financial Technology (Fintech) 2.09 -
Cement & Cement Products 1.52 -
Realty 2.15 -
Fertilizers & Agrochemicals 1.99 -
Chemicals & Petrochemicals 2.06 -
Retailing 4.3 -
Leisure Services 4.71 -
Auto Components 1.06 -
Power 1.33 -
Insurance 2.42 -
Industrials - 13.63
Energy - 1.67
Consumer Cyclical - 19.5
Communication Services - 8.09
Technology - 15.15
Financial Services - 14.58
Healthcare - 7.41
Basic Materials - 8.36
Consumer Defensive - 1.75
Utilities - 3.36

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