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HSBC Business Cycles Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth
Fund Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8380 Cr ₹1137 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 21 Feb 2000 20 Aug 2014
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 84.04% 28%
Expense Ratio 1.79 2.28
Manager R Janakiraman Venugopal Manghat
ISIN Code INF090I01841 INF917K01RF8
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 HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth
1 Month -3.88% -4.51%
6 Month -1.34% -5.95%
1 Year 8.24% 7.32%
3 Year 29.79% 20.12%
5 Year 21.2% 18.89%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth
6 Month -3.06% -8.44%
1 Year 2.88% -12.09%
3 Year 17.77% 7.81%
5 Year 21.29% 13.45%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth
1 Year 14.07% 10.53%
3 Year 17.47% 14.58%
5 Year 15.42% 11.2%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 14.87% 13.82%
Sharp 1.42% 0.86%
Beta 1.02% 1.14%
Alpha 10.52% 1.91%

Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth
Name R Janakiraman Venugopal Manghat
Total AUM ₹50034 Cr ₹41442 Cr
Funds Managed 8 7
Franklin India Opportunities Fund - Growth HSBC Business Cycles Fund - Regular Growth

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

HSBC Business Cycles Fund - Regular Growth

Others 10.91 16.31
Large Cap 39.57 41.88
Small Cap 29.94 33.47
Mid Cap 19.58 8.34

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

HSBC Business Cycles Fund - Regular Growth

Others 4.16 2.71
Energy 3.11 5.55
Consumer Cyclical 15.36 17.74
Communication Services 6.09 -
Basic Materials 8.79 8.81
Healthcare 11.71 0.55
Financial Services 23.16 33.15
Industrials 9.45 27.45
Technology 15.21 1.69
Utilities 2.49 -
Real Estate 0.46 2.34

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