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) | ₹8189 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 | -1.49% | -0.29% |
| 6 Month | 2.54% | 3.28% |
| 1 Year | 3.24% | -5.34% |
| 3 Year | 29.94% | 18.41% |
| 5 Year | 23.08% | 15.51% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 0.79% | -0.22% |
| 1 Year | 12.02% | 11.32% |
| 3 Year | 21.74% | 12.33% |
| 5 Year | 23.12% | 12.08% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 14.41% | 16.36% |
| 3 Year | 17.42% | 18.41% |
| 5 Year | 15.4% | 20.84% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 15.41% | 17.18% |
| Sharp | 1.29% | 0.59% |
| Beta | 1.02% | - |
| Alpha | 10.74% | - |
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 | 10.94 | 78.36 |
| Large Cap | 45.69 | 2.49 |
| Small Cap | 27.76 | 10.48 |
| Mid Cap | 15.61 | 8.66 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 6.57 | 3.17 |
| Energy | 3.02 | 0.93 |
| Consumer Cyclical | 16.82 | 20.46 |
| Industrials | 4.35 | 9.22 |
| Consumer Defensive | 1.62 | 3.95 |
| Financial Services | 24.53 | 13.16 |
| Basic Materials | 8.66 | 5.25 |
| Healthcare | 13 | 16.81 |
| Technology | 12.83 | 20.38 |
| Communication Services | 5.45 | 1.48 |
| Utilities | 2.61 | 1.44 |
| Real Estate | 0.55 | 3.75 |
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