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) | ₹8189 Cr | ₹454 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 | -1.78% | 0.11% |
| 6 Month | 1.87% | -1.96% |
| 1 Year | -0.9% | -6.45% |
| 3 Year | 27.27% | 12.97% |
| 5 Year | 23.39% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 6 Month | 1.32% | 1.66% |
| 1 Year | 12.93% | 7.65% |
| 3 Year | 22.66% | 11.13% |
| 5 Year | 23.29% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 1 Year | 14.47% | 10.15% |
| 3 Year | 17.4% | 13.1% |
| 5 Year | 15.39% | - |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Standard Deviation | 14.87% | 12.60% |
| Sharp | 1.34% | 0.52% |
| Beta | 1.02% | 0.91% |
| Alpha | 10.53% | 0.28% |
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 | 10.94 | 10.88 |
| Large Cap | 45.69 | 64.69 |
| Small Cap | 27.76 | 14.54 |
| Mid Cap | 15.61 | 9.89 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Others | 6.57 | 2.45 |
| Energy | 3.02 | 1.21 |
| Consumer Cyclical | 16.82 | 13.5 |
| Industrials | 4.35 | 6.87 |
| Consumer Defensive | 1.62 | 7.77 |
| Financial Services | 24.53 | 28.6 |
| Basic Materials | 8.66 | 2.09 |
| Healthcare | 13 | 12.01 |
| Technology | 12.83 | 14.82 |
| Communication Services | 5.45 | 4.59 |
| Utilities | 2.61 | 1.91 |
| Real Estate | 0.55 | 4.19 |
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