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) | ₹7509 Cr | ₹223 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 | 0.01% | -0.32% |
6 Month | 18.18% | 10.72% |
1 Year | 2.48% | -4.96% |
3 Year | 29.77% | 14.25% |
5 Year | 28.09% | 16.91% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.34% | 1.58% |
1 Year | 14.92% | 8.37% |
3 Year | 25.87% | 10.65% |
5 Year | 24.78% | 12.59% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.05% | 15.69% |
3 Year | 16.11% | 17.72% |
5 Year | 15.23% | 18.4% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.87% | 12.93% |
Sharp | 1.38% | 0.53% |
Beta | 1.01% | 1.02% |
Alpha | 10.54% | -0.77% |
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 | 10.77 | 1.88 |
Large Cap | 44.29 | 90.56 |
Small Cap | 29.26 | - |
Mid Cap | 15.68 | 7.55 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Others | 6.11 | 0.05 |
Energy | 4.47 | 3.73 |
Consumer Cyclical | 19.93 | 9.61 |
Industrials | 4.4 | 2.81 |
Consumer Defensive | 1.9 | 27.26 |
Financial Services | 19.13 | 15.83 |
Basic Materials | 9.15 | 8.08 |
Healthcare | 13.46 | 19.73 |
Technology | 12.15 | 8.01 |
Communication Services | 5.85 | 2.94 |
Real Estate | 0.69 | - |
Utilities | 2.76 | 1.94 |
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