Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7766 Cr | ₹954 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Feb 2000 | 22 Feb 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | India Recent 100 IPO TRI |
| Turn Over | 84.04% | 47% |
| Expense Ratio | 1.79 | 2.29 |
| Manager | R Janakiraman | Bhavesh Jain |
| ISIN Code | INF090I01841 | INF754K01MH2 |
| 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 | Edelweiss Recently Listed IPO Fund - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 1.06% | -1.41% |
| 6 Month | 10.36% | 12.88% |
| 1 Year | 3.55% | -2.01% |
| 3 Year | 29.52% | 15.84% |
| 5 Year | 26.75% | 18.63% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 4.59% | 3.12% |
| 1 Year | 17.01% | 12.45% |
| 3 Year | 25.8% | 14.99% |
| 5 Year | 24.88% | 13.35% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 13.05% | 17.29% |
| 3 Year | 16.11% | 19.05% |
| 5 Year | 15.23% | 21.14% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 14.87% | 17.24% |
| Sharp | 1.38% | 0.58% |
| Beta | 1.01% | - |
| Alpha | 10.54% | - |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Name | R Janakiraman | Bhavesh Jain |
| Total AUM | ₹50034 Cr | ₹0 Cr |
| Funds Managed | 8 | 22 |
| Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 11.95 | 34.63 |
| Large Cap | 44.12 | 17.94 |
| Small Cap | 28.36 | 33.62 |
| Mid Cap | 15.57 | 13.8 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 7.29 | 7.1 |
| Energy | 4.34 | - |
| Consumer Cyclical | 20.07 | 29.82 |
| Industrials | 4.42 | 11.13 |
| Consumer Defensive | 1.74 | 1.73 |
| Financial Services | 18.85 | 7.82 |
| Basic Materials | 9.66 | 5.02 |
| Healthcare | 12.76 | 14.95 |
| Technology | 11.87 | 11.57 |
| Communication Services | 5.71 | 1.74 |
| Real Estate | 0.5 | 2.44 |
| Utilities | 2.78 | 6.69 |
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