Franklin India Opportunities Fund vs SBI Equity Minimum Variance Fund compare
Franklin India Opportunities Fund - Growth
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Chart Comparison
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) | ₹8189 Cr | ₹229 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 | -1% | 0.78% |
| 6 Month | 6.5% | 6.03% |
| 1 Year | 4.54% | 7.62% |
| 3 Year | 28.65% | 13.6% |
| 5 Year | 24.85% | 15.97% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.56% | 4.05% |
| 1 Year | 15.39% | 14.68% |
| 3 Year | 24.18% | 11.75% |
| 5 Year | 24.21% | 13.23% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.48% | 14.9% |
| 3 Year | 17.35% | 17.57% |
| 5 Year | 15.38% | 18.12% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 12.96% |
| Sharp | 1.42% | 0.55% |
| Beta | 1.02% | 1.04% |
| Alpha | 10.97% | -0.46% |
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 | 10.94 | 2.6 |
| Large Cap | 45.69 | 94.06 |
| Small Cap | 27.76 | - |
| Mid Cap | 15.61 | 3.34 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.57 | 0.43 |
| Energy | 3.02 | 3.98 |
| Consumer Cyclical | 16.82 | 7.44 |
| Industrials | 4.35 | 4.03 |
| Consumer Defensive | 1.62 | 28.55 |
| Financial Services | 24.53 | 16.65 |
| Basic Materials | 8.66 | 9.43 |
| Healthcare | 13 | 17.77 |
| Technology | 12.83 | 6.69 |
| Communication Services | 5.45 | 3.09 |
| Utilities | 2.61 | 1.94 |
| Real Estate | 0.55 | - |
Top Comparisons
ITI Pharma and Healthcare Fund Regular - Growth
3Y Returns18.97%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns22%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.22%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.25%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.94%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.58%
LIC Nifty Next 50 Index Fund Growth
3Y Returns16.83%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns16.83%