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) | ₹8304 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 | 1.24% | 2.23% |
| 6 Month | 3.21% | 3.03% |
| 1 Year | 4.52% | -6.42% |
| 3 Year | 30.44% | 17.85% |
| 5 Year | 22% | 14.11% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.96% | 0.13% |
| 1 Year | 14.65% | 11.94% |
| 3 Year | 21.9% | 12.14% |
| 5 Year | 23.14% | 11.76% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 14.17% | 16.15% |
| 3 Year | 17.45% | 18.26% |
| 5 Year | 15.41% | 20.78% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 14.87% | 16.97% |
| Sharp | 1.42% | 0.55% |
| Beta | 1.02% | 0.9% |
| Alpha | 10.52% | -1.6% |
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 | 11.36 | 5.37 |
| Large Cap | 41.27 | 9.43 |
| Small Cap | 30 | 67.73 |
| Mid Cap | 17.38 | 19.67 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 4.66 | 5.37 |
| Energy | 3.14 | - |
| Consumer Cyclical | 15.05 | - |
| Communication Services | 6.02 | - |
| Industrials | 8.2 | - |
| Consumer Defensive | 0 | - |
| Financial Services | 22.81 | - |
| Basic Materials | 8.58 | - |
| Healthcare | 12.45 | - |
| Technology | 16.14 | - |
| Utilities | 2.49 | - |
| Real Estate | 0.47 | - |
| Retailing | - | 8.44 |
| Auto Components | - | 6.89 |
| Leisure Services | - | 1.51 |
| Financial Technology (Fintech) | - | 2.13 |
| Commercial Services & Supplies | - | 4.44 |
| Electrical Equipment | - | 6.13 |
| IT - Software | - | 4.58 |
| Industrial Products | - | 1.56 |
| Pharmaceuticals & Biotechnology | - | 8.85 |
| Consumer Durables | - | 8.61 |
| Capital Markets | - | 6.78 |
| Textiles & Apparels | - | 0.98 |
| Automobiles | - | 5.83 |
| Other Consumer Services | - | 2.02 |
| Agricultural Food & other Products | - | 0.93 |
| Power | - | 1.01 |
| Aerospace & Defense | - | 1.54 |
| Diversified Metals | - | 0.19 |
| IT - Services | - | 2.17 |
| Food Products | - | 0.99 |
| IT - Hardware | - | 0.96 |
| Construction | - | 0.43 |
| Chemicals & Petrochemicals | - | 1.03 |
| Agricultural, Commercial & Construction Vehicles | - | 1.08 |
| Telecom - Services | - | 1.48 |
| Cement & Cement Products | - | 1.92 |
| Finance | - | 6.39 |
| Industrial Manufacturing | - | 3.65 |
| Healthcare Services | - | 4.31 |
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