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) | ₹7766 Cr | ₹1486 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 | 0.91% | 1.15% |
| 6 Month | 8.05% | 4.95% |
| 1 Year | 9.28% | 7.81% |
| 3 Year | 29.58% | 18.91% |
| 5 Year | 25.87% | 16.69% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| 6 Month | 2.68% | 2.02% |
| 1 Year | 14.45% | 11.51% |
| 3 Year | 24.46% | 17.01% |
| 5 Year | 24.1% | 16% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| 1 Year | 14.57% | 14.88% |
| 3 Year | 17.26% | 16.72% |
| 5 Year | 15.36% | 18.05% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 12.15% |
| Sharp | 1.42% | 0.99% |
| Beta | 1.02% | 0.87% |
| Alpha | 10.97% | 5.68% |
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 | 11.95 | 8.36 |
| Large Cap | 44.12 | 65.36 |
| Small Cap | 28.36 | 20.77 |
| Mid Cap | 15.57 | 5.52 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| Others | 7.29 | 8.36 |
| Energy | 4.34 | 2.96 |
| Consumer Cyclical | 20.07 | 16.84 |
| Industrials | 4.42 | 6.93 |
| Consumer Defensive | 1.74 | 2.67 |
| Financial Services | 18.85 | 27.44 |
| Basic Materials | 9.66 | 5.55 |
| Healthcare | 12.76 | 9.48 |
| Technology | 11.87 | 7.89 |
| Communication Services | 5.71 | 8.23 |
| Real Estate | 0.5 | - |
| Utilities | 2.78 | 3.65 |
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