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) | ₹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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