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) | ₹7376 Cr | ₹465 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 | 1.07% | -1.1% |
6 Month | 15.71% | 10.42% |
1 Year | 0.12% | -5.97% |
3 Year | 29.05% | 12.22% |
5 Year | 28.6% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
6 Month | 5.46% | 0.86% |
1 Year | 11.24% | -0.43% |
3 Year | 28.22% | 12.85% |
5 Year | 26.28% | - |
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% | 12.66% |
Sharp | 1.47% | 0.56% |
Beta | 1.02% | 0.89% |
Alpha | 11.43% | 0.77% |
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 | 10.27 | 8.12 |
Large Cap | 44.8 | 63.39 |
Small Cap | 27.99 | 15.19 |
Mid Cap | 16.94 | 13.3 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Others | 6.31 | 2.5 |
Energy | 5.1 | - |
Consumer Cyclical | 18.45 | 13.71 |
Industrials | 4.14 | 10.29 |
Consumer Defensive | 1.83 | 6.52 |
Financial Services | 19.78 | 30.17 |
Basic Materials | 9.22 | 2.47 |
Healthcare | 14.12 | 10.85 |
Technology | 11.61 | 13.93 |
Communication Services | 5.73 | 4.17 |
Real Estate | 0.84 | 2.93 |
Utilities | 2.87 | 2.45 |
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