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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) ₹5948 Cr ₹214 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 1.8 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 2.09% 1.02%
6 Month -4.04% -0.46%
1 Year 4.26% 0.87%
3 Year 34.88% 17.31%
5 Year 31.53% 20.18%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month 7.45% 4.7%
1 Year 5.1% 0.14%
3 Year 29.07% 12.13%
5 Year 26.62% 14.06%

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% 13.168%
Sharp 1.45% 0.601%
Beta 1% -
Alpha 11.56% -

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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 7.11 1.16
Large Cap 52.76 92.34
Small Cap 27.2 -
Mid Cap 12.92 6.5

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Others 7.11 0.12
Petroleum Products 6.58 -
IT - Services 0.79 -
Construction 0.86 -
Consumer Durables 2.3 -
Diversified FMCG 4.12 -
Banks 12.16 -
Pharmaceuticals & Biotechnology 5.85 -
Transport Services 2.19 -
IT - Software 8.43 -
Industrial Manufacturing 1.44 -
Automobiles 5.73 -
Personal Products 1.62 -
Healthcare Services 5.06 -
Industrial Products 4.14 -
Finance 2.35 -
Telecom - Services 5.63 -
Financial Technology (Fintech) 2.09 -
Cement & Cement Products 1.52 -
Realty 2.15 -
Fertilizers & Agrochemicals 1.99 -
Chemicals & Petrochemicals 2.06 -
Retailing 4.3 -
Leisure Services 4.71 -
Auto Components 1.06 -
Power 1.33 -
Insurance 2.42 -
Energy - 4.95
Technology - 12.36
Industrials - 2.9
Basic Materials - 6.06
Consumer Defensive - 29.22
Financial Services - 12.12
Healthcare - 20.81
Consumer Cyclical - 7.97
Communication Services - 1.55
Utilities - 1.95

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