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Franklin India Opportunities Fund vs SBI Equity Minimum Variance Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - 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 SBI Equity Minimum Variance Fund - Regular Plan - Growth
Fund Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6864 Cr ₹216 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 21 Feb 2000 19 Mar 2019
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 TRI
Turn Over 84.04% 37%
Expense Ratio 1.79 0.75
Manager R Janakiraman Pradeep Kesavan
ISIN Code INF090I01841 INF200KA1A48
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 SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Month 3.1% 2.84%
6 Month -0.32% 2.52%
1 Year 2.99% 1.07%
3 Year 35.01% 17.38%
5 Year 31.2% 19.71%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month 9.73% 6.6%
1 Year 10.94% 4.33%
3 Year 29.86% 12.77%
5 Year 27.15% 14.4%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Year 13.64% 16.43%
3 Year 15.61% 17.98%
5 Year 15.06% 18.51%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
Standard Deviation 14.87% 14.22%
Sharp 1.45% 0.61%
Beta 1% 1.02%
Alpha 11.56% -0.44%

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Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
Name R Janakiraman Pradeep Kesavan
Total AUM ₹50034 Cr ₹434274 Cr
Funds Managed 8 43
Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Others 10.29 1.1
Large Cap 50.34 95.57
Small Cap 26.62 -
Mid Cap 12.71 3.33

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Others 10.29 0.17
Petroleum Products 6.29 -
Construction 0.89 -
Consumer Durables 2.29 -
Diversified FMCG 3.84 -
Banks 11.59 -
Pharmaceuticals & Biotechnology 5.63 -
IT - Software 9.51 -
Industrial Manufacturing 1.57 -
Automobiles 6.09 -
Personal Products 1.49 -
Healthcare Services 5.02 -
Industrial Products 4.22 -
Finance 2.38 -
Telecom - Services 5.2 -
Financial Technology (Fintech) 2.14 -
Cement & Cement Products 1.38 -
Realty 2.14 -
Diversified Fmcg 0.11 -
Fertilizers & Agrochemicals 1.77 -
Transport Services 1.83 -
Chemicals & Petrochemicals 2.24 -
Retailing 3.74 -
Auto Components 1.02 -
Power 1.18 -
Insurance 2.39 -
Leisure Services 3.72 -
Energy - 3.99
Technology - 11.94
Industrials - 3.38
Basic Materials - 6.33
Consumer Defensive - 24.62
Financial Services - 17.91
Healthcare - 17.43
Consumer Cyclical - 9.47
Communication Services - 2.91
Utilities - 1.85

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