Franklin India Opportunities Fund vs Nippon India Quant Fund compare
Franklin India Opportunities Fund - Growth
Nippon India Quant Fund -Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Fund | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7509 Cr | ₹100 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Feb 2000 | 18 Apr 2008 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 200 |
Turn Over | 84.04% | 119% |
Expense Ratio | 1.79 | 0.94 |
Manager | R Janakiraman | Ashutosh Bhargava |
ISIN Code | INF090I01841 | INF204K01760 |
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 | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
1 Month | 0.09% | 1.03% |
6 Month | 12.67% | 10.02% |
1 Year | 0.97% | 1.05% |
3 Year | 30.54% | 21.93% |
5 Year | 28.38% | 22.72% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
6 Month | 3.34% | 2.08% |
1 Year | 14.92% | 11.98% |
3 Year | 25.87% | 17.26% |
5 Year | 24.78% | 18.24% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
1 Year | 13.05% | 11.49% |
3 Year | 16.11% | 11.69% |
5 Year | 15.23% | 11.91% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 14.87% | 13.02% |
Sharp | 1.38% | 1.05% |
Beta | 1.01% | 1% |
Alpha | 10.54% | 4.08% |
Fund Managers
Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Name | R Janakiraman | Ashutosh Bhargava |
Total AUM | ₹50034 Cr | ₹121448 Cr |
Funds Managed | 8 | 12 |
Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 11.95 | 5.42 |
Large Cap | 44.12 | 76.36 |
Small Cap | 28.36 | - |
Mid Cap | 15.57 | 18.22 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 7.29 | 0.92 |
Energy | 4.34 | 7.14 |
Consumer Cyclical | 20.07 | 15.29 |
Industrials | 4.42 | 12.75 |
Consumer Defensive | 1.74 | 4.42 |
Financial Services | 18.85 | 32.23 |
Basic Materials | 9.66 | 4.63 |
Healthcare | 12.76 | 5.11 |
Technology | 11.87 | 9.26 |
Communication Services | 5.71 | 4.01 |
Real Estate | 0.5 | 1.59 |
Utilities | 2.78 | 2.64 |
Top Comparisons
SBI Balanced Advantage Fund Regular Growth
3Y Returns14.4%
Invesco India Dynamic Equity Fund - Growth
3Y Returns13.64%
DSP World Energy Fund - Regular Plan - Growth
3Y Returns17.46%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.74%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns21.35%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns15.65%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns7.02%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.17%