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) | ₹7376 Cr | ₹1124 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 | -0.33% | -3.8% |
6 Month | 18.26% | 19.33% |
1 Year | -0.76% | -3.82% |
3 Year | 28.8% | 20.06% |
5 Year | 28.04% | 23.21% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 3.74% | -0.38% |
1 Year | 8.37% | 1.42% |
3 Year | 26.34% | 18.01% |
5 Year | 25.27% | 19.55% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.31% | 11.61% |
3 Year | 15.86% | 13.53% |
5 Year | 15.16% | 10.79% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.87% | 16.64% |
Sharp | 1.47% | 0.94% |
Beta | 1.02% | 1.10% |
Alpha | 11.43% | 4.32% |
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 | 10.27 | 6.3 |
Large Cap | 44.8 | 44.3 |
Small Cap | 27.99 | 40.04 |
Mid Cap | 16.94 | 9.36 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.31 | 6.3 |
Energy | 5.1 | 5.58 |
Consumer Cyclical | 18.45 | 21 |
Industrials | 4.14 | 25.75 |
Consumer Defensive | 1.83 | - |
Financial Services | 19.78 | 28.61 |
Basic Materials | 9.22 | 10.87 |
Healthcare | 14.12 | - |
Technology | 11.61 | 1.13 |
Communication Services | 5.73 | - |
Real Estate | 0.84 | 0.76 |
Utilities | 2.87 | - |
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