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) | ₹7509 Cr | ₹924 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 | 4.08% | 5.26% |
6 Month | 20.55% | 23.57% |
1 Year | 0.55% | -0.19% |
3 Year | 29.11% | 15.53% |
5 Year | 28.65% | 20.04% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
6 Month | 6.07% | 9.39% |
1 Year | 15.91% | 17.24% |
3 Year | 27.71% | 17.73% |
5 Year | 25.69% | 15.11% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
1 Year | 13.31% | 17.84% |
3 Year | 15.86% | 19.85% |
5 Year | 15.16% | 21.26% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 14.87% | 17.35% |
Sharp | 1.33% | 0.49% |
Beta | 1.01% | - |
Alpha | 11.25% | - |
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 | 10.77 | 27.81 |
Large Cap | 44.29 | 19.01 |
Small Cap | 29.26 | 38.29 |
Mid Cap | 15.68 | 14.88 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
Others | 6.11 | 2.36 |
Energy | 4.47 | - |
Consumer Cyclical | 19.93 | 29.22 |
Industrials | 4.4 | 13.41 |
Consumer Defensive | 1.9 | 2.53 |
Financial Services | 19.13 | 10.27 |
Basic Materials | 9.15 | 5.24 |
Healthcare | 13.46 | 15.68 |
Technology | 12.15 | 10.3 |
Communication Services | 5.85 | 1.92 |
Real Estate | 0.69 | 2.32 |
Utilities | 2.76 | 6.75 |
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