Franklin India Opportunities Fund vs HSBC Business Cycles Fund compare
Franklin India Opportunities Fund - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7509 Cr | ₹1092 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Feb 2000 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 84.04% | 28% |
Expense Ratio | 1.79 | 2.28 |
Manager | R Janakiraman | Venugopal Manghat |
ISIN Code | INF090I01841 | INF917K01RF8 |
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 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 4.21% | 1.21% |
6 Month | 19.31% | 20.03% |
1 Year | 0.12% | -2.47% |
3 Year | 27.91% | 19.26% |
5 Year | 29.12% | 24.01% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 6.07% | 2.43% |
1 Year | 15.91% | 9.22% |
3 Year | 27.71% | 19.75% |
5 Year | 25.69% | 20.23% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.31% | 11.61% |
3 Year | 15.86% | 13.53% |
5 Year | 15.16% | 10.79% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.87% | 16.79% |
Sharp | 1.33% | 0.75% |
Beta | 1.01% | 1.11% |
Alpha | 11.25% | 3.61% |
Fund Managers
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | R Janakiraman | Venugopal Manghat |
Total AUM | ₹50034 Cr | ₹41442 Cr |
Funds Managed | 8 | 7 |
Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 10.27 | 6.3 |
Large Cap | 44.8 | 44.3 |
Small Cap | 27.99 | 40.04 |
Mid Cap | 16.94 | 9.36 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.31 | 6.3 |
Energy | 5.1 | 5.58 |
Consumer Cyclical | 18.45 | 21 |
Industrials | 4.14 | 25.75 |
Consumer Defensive | 1.83 | - |
Financial Services | 19.78 | 28.61 |
Basic Materials | 9.22 | 10.87 |
Healthcare | 14.12 | - |
Technology | 11.61 | 1.13 |
Communication Services | 5.73 | - |
Real Estate | 0.84 | 0.76 |
Utilities | 2.87 | - |
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