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) | ₹8189 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 | -0.92% | -0.87% |
| 6 Month | 2.41% | 0.22% |
| 1 Year | 3.14% | 6.21% |
| 3 Year | 29.49% | 19.43% |
| 5 Year | 22.56% | 15.01% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| 6 Month | 0.79% | 1.12% |
| 1 Year | 12.02% | 8.84% |
| 3 Year | 21.74% | 15.26% |
| 5 Year | 23.12% | 15.47% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| 1 Year | 14.41% | 14.5% |
| 3 Year | 17.42% | 16.78% |
| 5 Year | 15.4% | 16.71% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 12.20% |
| Sharp | 1.34% | 0.93% |
| Beta | 1.02% | 0.87% |
| Alpha | 10.53% | 5.34% |
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 | 10.94 | 4.28 |
| Large Cap | 45.69 | 67.18 |
| Small Cap | 27.76 | 21.1 |
| Mid Cap | 15.61 | 7.45 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
|---|---|---|
| Others | 6.57 | 3.42 |
| Energy | 3.02 | 3.34 |
| Consumer Cyclical | 16.82 | 16.38 |
| Industrials | 4.35 | 7.09 |
| Consumer Defensive | 1.62 | 3.88 |
| Financial Services | 24.53 | 29.3 |
| Basic Materials | 8.66 | 6 |
| Healthcare | 13 | 11.27 |
| Technology | 12.83 | 8.94 |
| Communication Services | 5.45 | 5.71 |
| Utilities | 2.61 | 3.72 |
| Real Estate | 0.55 | 0.94 |
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