Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Business Cycles Fund vs Franklin India Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Opportunities Fund - Growth

Invest Now

tortoise-icon HSBC Business Cycles Fund - Regular Growth

Invest Now

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) ₹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

Top Comparisons

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns7.33%

VS

INVESCO INDIA SHORT DURATION FUND - Growth INVESCO INDIA SHORT DURATION FUND - Growth

3Y Returns7.19%

Compare Now

UTI Healthcare Fund - Regular Plan - Growth Option UTI Healthcare Fund - Regular Plan - Growth Option

3Y Returns24.07%

VS

Quant Healthcare Fund Regular - Growth Quant Healthcare Fund Regular - Growth

3Y Returns0%

Compare Now

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns26.33%

VS

HSBC Midcap Fund - Regular Growth HSBC Midcap Fund - Regular Growth

3Y Returns23.39%

Compare Now
Add to Cart Successfully