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 | 2.41% | -1.52% |
| 6 Month | 11.05% | 13.5% |
| 1 Year | 6.59% | -2.49% |
| 3 Year | 29.92% | 15.46% |
| 5 Year | 27.5% | 18.6% |
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 | 9.48 | 34.63 |
| Large Cap | 45.65 | 17.94 |
| Mid Cap | 13.84 | 13.8 |
| Small Cap | 31.02 | 33.62 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 9.48 | 7.1 |
| Petroleum Products | 4.34 | - |
| Retailing | 4.63 | - |
| Construction | 0.79 | - |
| Consumer Durables | 2.48 | - |
| Diversified FMCG | 1.74 | - |
| Banks | 13.2 | - |
| Chemicals & Petrochemicals | 3.82 | - |
| Pharmaceuticals & Biotechnology | 7.2 | - |
| Electrical Equipment | 0.8 | - |
| IT - Software | 6.77 | - |
| Industrial Manufacturing | 2.09 | - |
| Automobiles | 8.16 | - |
| Healthcare Services | 5.55 | - |
| Telecom - Services | 5.71 | - |
| Industrial Products | 4.18 | - |
| Financial Technology (Fintech) | 1.83 | - |
| Cement & Cement Products | 1.79 | - |
| Diversified Fmcg | 0.06 | - |
| Fertilizers & Agrochemicals | 1.63 | - |
| Transport Services | 1.7 | - |
| Auto Components | 1.08 | - |
| Power | 2.78 | - |
| Finance | 1.33 | - |
| Realty | 0.5 | - |
| Insurance | 2.49 | - |
| Leisure Services | 3.74 | - |
| Paper, Forest & Jute Products | 0.12 | - |
| Consumer Defensive | - | 1.73 |
| Consumer Cyclical | - | 29.82 |
| Industrials | - | 11.13 |
| Financial Services | - | 7.82 |
| Technology | - | 11.57 |
| Real Estate | - | 2.44 |
| Healthcare | - | 14.95 |
| Basic Materials | - | 5.02 |
| Utilities | - | 6.69 |
| Communication Services | - | 1.74 |
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