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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) | ₹8380 Cr | ₹434 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 | -3.88% | -4.66% |
| 6 Month | -1.34% | -5.95% |
| 1 Year | 8.24% | -0.6% |
| 3 Year | 29.78% | 12.62% |
| 5 Year | 21.2% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 6 Month | -3.06% | -5.92% |
| 1 Year | 2.88% | -8.94% |
| 3 Year | 17.77% | 4.92% |
| 5 Year | 21.29% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 1 Year | 14.07% | 8.75% |
| 3 Year | 17.47% | 13.23% |
| 5 Year | 15.42% | - |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Standard Deviation | 14.87% | 13.03% |
| Sharp | 1.42% | 0.61% |
| Beta | 1.02% | 0.92% |
| Alpha | 10.52% | -1.7% |
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 | 10.91 | 14.51 |
| Large Cap | 39.57 | 61.16 |
| Small Cap | 29.94 | 13.44 |
| Mid Cap | 19.58 | 10.89 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Others | 4.16 | 2.1 |
| Energy | 3.11 | 1.14 |
| Consumer Cyclical | 15.36 | 16.34 |
| Communication Services | 6.09 | 4.92 |
| Basic Materials | 8.79 | 1.9 |
| Healthcare | 11.71 | 12.73 |
| Financial Services | 23.16 | 30.33 |
| Industrials | 9.45 | 3.16 |
| Technology | 15.21 | 17.35 |
| Utilities | 2.49 | 0.61 |
| Real Estate | 0.46 | 3.92 |
| Consumer Defensive | - | 5.49 |
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