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) | ₹7509 Cr | ₹1092 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 | -0.59% | 0.11% |
6 Month | 14.8% | 10.55% |
1 Year | 0.78% | -4.73% |
3 Year | 30.28% | 21.93% |
5 Year | 27.72% | 24.98% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 3.34% | 0.44% |
1 Year | 14.92% | 10.04% |
3 Year | 25.87% | 18.53% |
5 Year | 24.78% | 19.45% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.05% | 11.26% |
3 Year | 16.11% | 13.82% |
5 Year | 15.23% | 10.88% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.87% | 16.59% |
Sharp | 1.38% | 0.84% |
Beta | 1.01% | 1.11% |
Alpha | 10.54% | 3.18% |
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 | 10.77 | 6.34 |
Large Cap | 44.29 | 45.23 |
Small Cap | 29.26 | 40.15 |
Mid Cap | 15.68 | 8.28 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.11 | 6.34 |
Energy | 4.47 | 5.58 |
Consumer Cyclical | 19.93 | 22.43 |
Industrials | 4.4 | 26.52 |
Consumer Defensive | 1.9 | - |
Financial Services | 19.13 | 26.7 |
Basic Materials | 9.15 | 10.78 |
Healthcare | 13.46 | - |
Technology | 12.15 | 0.94 |
Communication Services | 5.85 | - |
Real Estate | 0.69 | 0.72 |
Utilities | 2.76 | - |
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