INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Chart Comparison
Overview
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Fund | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7509 Cr | ₹453 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Feb 2000 | 18 Mar 2021 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 100 ESG TRI |
Turn Over | 84.04% | 37% |
Expense Ratio | 1.79 | 2.43 |
Manager | R Janakiraman | Amit Nigam |
ISIN Code | INF090I01841 | INF205KA1304 |
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 | Invesco India ESG Integration 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 | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
1 Month | 4.11% | 3.09% |
6 Month | 21.28% | 13.03% |
1 Year | 0.89% | -5.04% |
3 Year | 29.15% | 13.71% |
5 Year | 28.59% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
6 Month | 6.07% | 2.05% |
1 Year | 15.91% | 3.6% |
3 Year | 27.71% | 12.61% |
5 Year | 25.69% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
1 Year | 13.31% | 11.04% |
3 Year | 15.86% | 13.35% |
5 Year | 15.16% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Standard Deviation | 14.87% | 12.69% |
Sharp | 1.33% | 0.44% |
Beta | 1.01% | 0.90% |
Alpha | 11.25% | 0.75% |
Fund Managers
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Name | R Janakiraman | Amit Nigam |
Total AUM | ₹50034 Cr | ₹14602 Cr |
Funds Managed | 8 | 13 |
Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Others | 10.77 | 7.13 |
Large Cap | 44.29 | 64.46 |
Small Cap | 29.26 | 15.3 |
Mid Cap | 15.68 | 13.11 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Others | 6.11 | 1.41 |
Energy | 4.47 | - |
Consumer Cyclical | 19.93 | 14.89 |
Industrials | 4.4 | 9.7 |
Consumer Defensive | 1.9 | 7.76 |
Financial Services | 19.13 | 29.04 |
Basic Materials | 9.15 | 2.43 |
Healthcare | 13.46 | 10.95 |
Technology | 12.15 | 14.2 |
Communication Services | 5.85 | 4.23 |
Real Estate | 0.69 | 3.02 |
Utilities | 2.76 | 2.38 |
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