- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹7200 Cr | ₹224 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 | -2.9% | -3.87% |
| 6 Month | 3.87% | 1.24% |
| 1 Year | 1.02% | -5.95% |
| 3 Year | 29.59% | 12.62% |
| 5 Year | 28.8% | 17.04% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.49% | 1.56% |
| 1 Year | 4.48% | -2.49% |
| 3 Year | 25.68% | 9.29% |
| 5 Year | 24.68% | 12.08% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.31% | 15.85% |
| 3 Year | 15.86% | 17.89% |
| 5 Year | 15.16% | 18.73% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 13.04% |
| Sharp | 1.62% | 0.57% |
| Beta | 1.01% | 1.00% |
| Alpha | 10.35% | -0.30% |
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 | 7.32 | 2.08 |
| Large Cap | 51.22 | 90.38 |
| Small Cap | 26.35 | - |
| Mid Cap | 15.1 | 7.54 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.1 | 0.16 |
| Energy | 6.33 | 3.87 |
| Consumer Cyclical | 18.52 | 8.93 |
| Industrials | 4.27 | 2.9 |
| Consumer Defensive | 4.94 | 26.68 |
| Financial Services | 17.94 | 16.43 |
| Basic Materials | 8.68 | 7.92 |
| Healthcare | 12.34 | 20.13 |
| Technology | 9.85 | 7.98 |
| Communication Services | 6.9 | 2.99 |
| Real Estate | 2.17 | - |
| Utilities | 2.95 | 2.02 |
Top Comparisons
Kotak Money Market Fund - (Growth)
3Y Returns7.46%
Kotak Money Market Fund - (Growth)
3Y Returns7.46%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.08%
Quant Aggressive Hybrid Fund-Growth
3Y Returns12.31%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns16.51%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns16.63%
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns15.13%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns15.17%
