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Franklin India Opportunities Fund vs HSBC Business Cycles Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹8189 Cr ₹1152 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 -3.11% -3.63%
6 Month 2.89% -4.3%
1 Year -0.55% -7.49%
3 Year 28.14% 18.88%
5 Year 23.09% 19.66%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth
6 Month 0.42% -2.75%
1 Year 12.55% 5.13%
3 Year 22.06% 14.36%
5 Year 22.9% 16.86%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth
1 Year 14.41% 10.78%
3 Year 17.42% 14.43%
5 Year 15.4% 11.11%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 14.87% 16.69%
Sharp 1.34% 0.77%
Beta 1.02% 1.12%
Alpha 10.53% 2.91%

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 10.94 8.46
Large Cap 45.69 43.04
Small Cap 27.76 40.53
Mid Cap 15.61 7.97

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

HSBC Business Cycles Fund - Regular Growth

Others 6.57 5.85
Energy 3.02 5.47
Consumer Cyclical 16.82 18.14
Industrials 4.35 27.63
Consumer Defensive 1.62 -
Financial Services 24.53 30.03
Basic Materials 8.66 8.2
Healthcare 13 0.49
Technology 12.83 1.76
Communication Services 5.45 -
Utilities 2.61 -
Real Estate 0.55 2.44

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