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) | ₹7376 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 | 4.2% | 4.1% |
6 Month | 18.92% | 12.26% |
1 Year | 1.51% | -6.84% |
3 Year | 28.33% | 13.76% |
5 Year | 29.15% | 17.79% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.07% | 3.97% |
1 Year | 15.91% | 9.14% |
3 Year | 27.71% | 11.86% |
5 Year | 25.69% | 13.39% |
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% | 13.00% |
Sharp | 1.33% | 0.50% |
Beta | 1.01% | 1.00% |
Alpha | 11.25% | 0.51% |
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 | 10.27 | 2.08 |
Large Cap | 44.8 | 90.38 |
Small Cap | 27.99 | - |
Mid Cap | 16.94 | 7.54 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Others | 6.31 | 0.16 |
Energy | 5.1 | 3.87 |
Consumer Cyclical | 18.45 | 8.93 |
Industrials | 4.14 | 2.9 |
Consumer Defensive | 1.83 | 26.68 |
Financial Services | 19.78 | 16.43 |
Basic Materials | 9.22 | 7.92 |
Healthcare | 14.12 | 20.13 |
Technology | 11.61 | 7.98 |
Communication Services | 5.73 | 2.99 |
Real Estate | 0.84 | - |
Utilities | 2.87 | 2.02 |
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