HSBC Business Cycles Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
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) | ₹8189 Cr | ₹1152 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 | -1.85% | -1.86% |
| 6 Month | 3.94% | -3.39% |
| 1 Year | 0.44% | -7.58% |
| 3 Year | 27.63% | 18.77% |
| 5 Year | 23.62% | 20.31% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.42% | -2.75% |
| 1 Year | 12.55% | 5.13% |
| 3 Year | 22.06% | 14.36% |
| 5 Year | 22.9% | 16.86% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.47% | 10.82% |
| 3 Year | 17.4% | 14.36% |
| 5 Year | 15.39% | 11.07% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.41% | 16.69% |
| Sharp | 1.29% | 0.77% |
| Beta | 1.02% | 1.12% |
| Alpha | 10.74% | 2.91% |
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 | 10.94 | 7.92 |
| Large Cap | 45.69 | 42.84 |
| Small Cap | 27.76 | 40.94 |
| Mid Cap | 15.61 | 8.29 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.57 | 6.7 |
| Energy | 3.02 | 5.14 |
| Consumer Cyclical | 16.82 | 19.15 |
| Industrials | 4.35 | 28.07 |
| Consumer Defensive | 1.62 | - |
| Financial Services | 24.53 | 29.01 |
| Basic Materials | 8.66 | 8.56 |
| Healthcare | 13 | - |
| Technology | 12.83 | 0.82 |
| Communication Services | 5.45 | - |
| Utilities | 2.61 | - |
| Real Estate | 0.55 | 2.56 |
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