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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) | ₹7200 Cr | ₹491 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 | -2.9% | -5.92% |
| 6 Month | 3.87% | -1.45% |
| 1 Year | 1.02% | -2.02% |
| 3 Year | 29.59% | 12% |
| 5 Year | 28.8% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 6 Month | 5.49% | 1.5% |
| 1 Year | 4.48% | -4.47% |
| 3 Year | 25.68% | 10.99% |
| 5 Year | 24.68% | - |
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 | 15.67% | 12.66% |
| Sharp | 1.41% | 0.56% |
| Beta | 1.02% | 0.89% |
| Alpha | 11.72% | 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 | 7.32 | 7.77 |
| Large Cap | 51.22 | 63.24 |
| Small Cap | 26.35 | 15.31 |
| Mid Cap | 15.1 | 13.68 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Others | 5.1 | 1.28 |
| Energy | 6.33 | - |
| Consumer Cyclical | 18.52 | 12.8 |
| Industrials | 4.27 | 10.05 |
| Consumer Defensive | 4.94 | 4.33 |
| Financial Services | 17.94 | 30.79 |
| Basic Materials | 8.68 | 2.8 |
| Healthcare | 12.34 | 11.87 |
| Technology | 9.85 | 15.87 |
| Communication Services | 6.9 | 4.35 |
| Real Estate | 2.17 | 2.95 |
| Utilities | 2.95 | 2.91 |
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