ICICI Prudential ESG Exclusionary Strategy Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8304 Cr | ₹1512 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 09 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 100 ESG TRI |
| Turn Over | 84.04% | 36% |
| Expense Ratio | 1.79 | 2.17 |
| Manager | R Janakiraman | Mittul Kalawadia |
| ISIN Code | INF090I01841 | INF109KC1N75 |
| 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 | ICICI Prudential ESG Exclusionary Strategy Fund - Regular Plan - 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 | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| 1 Month | -0.5% | -1.71% |
| 6 Month | 1.11% | 0.13% |
| 1 Year | 8.88% | 9.45% |
| 3 Year | 29.49% | 18.93% |
| 5 Year | 20.69% | 13.78% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| 6 Month | 0.11% | -0.03% |
| 1 Year | 9.43% | 6.11% |
| 3 Year | 19.8% | 13.76% |
| 5 Year | 22% | 14.45% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| 1 Year | 14.17% | 14.29% |
| 3 Year | 17.45% | 16.83% |
| 5 Year | 15.41% | 16.46% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 11.11% |
| Sharp | 1.42% | 1.08% |
| Beta | 1.02% | 0.9% |
| Alpha | 10.52% | 3.82% |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| Name | R Janakiraman | Mittul Kalawadia |
| Total AUM | ₹50034 Cr | ₹45730 Cr |
| Funds Managed | 8 | 5 |
| Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| Others | 11.36 | 3.74 |
| Large Cap | 41.27 | 67.71 |
| Small Cap | 30 | 21.1 |
| Mid Cap | 17.38 | 7.45 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| Others | 4.66 | 2.88 |
| Energy | 3.14 | 3.34 |
| Consumer Cyclical | 15.05 | 16.38 |
| Communication Services | 6.02 | 5.71 |
| Industrials | 8.2 | 7.09 |
| Consumer Defensive | 0 | 4.42 |
| Financial Services | 22.81 | 29.3 |
| Basic Materials | 8.58 | 6 |
| Healthcare | 12.45 | 11.27 |
| Technology | 16.14 | 8.94 |
| Utilities | 2.49 | 3.72 |
| Real Estate | 0.47 | 0.94 |
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