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) | ₹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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