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 | -1.69% | 0.34% |
| 6 Month | 5.91% | 0.74% |
| 1 Year | 2.35% | -4.07% |
| 3 Year | 27.58% | 12.69% |
| 5 Year | 24.39% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 6 Month | 2.56% | 1.29% |
| 1 Year | 15.39% | 6.81% |
| 3 Year | 24.18% | 11.4% |
| 5 Year | 24.21% | - |
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 | 1.42% | 0.54% |
| Beta | 1.02% | 0.90% |
| Alpha | 10.97% | 0.22% |
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 | 8.69 | 10.88 |
| Large Cap | 47.16 | 64.69 |
| Mid Cap | 14.15 | 9.89 |
| Small Cap | 29.98 | 14.54 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Others | 8.69 | 2.45 |
| Petroleum Products | 3.02 | - |
| Retailing | 4.29 | - |
| Construction | 0.82 | - |
| Consumer Durables | 1.94 | - |
| Diversified FMCG | 1.62 | - |
| Banks | 18.64 | - |
| Chemicals & Petrochemicals | 3.38 | - |
| Pharmaceuticals & Biotechnology | 7.7 | - |
| Electrical Equipment | 0.78 | - |
| IT - Software | 6.97 | - |
| Industrial Manufacturing | 2.1 | - |
| Automobiles | 7.83 | - |
| Healthcare Services | 5.29 | - |
| Telecom - Services | 5.46 | - |
| Industrial Products | 4.16 | - |
| Financial Technology (Fintech) | 2.37 | - |
| Cement & Cement Products | 1.66 | - |
| Fertilizers & Agrochemicals | 1.27 | - |
| Transport Services | 1.62 | - |
| Auto Components | 1.01 | - |
| Power | 2.61 | - |
| Finance | 1.23 | - |
| Realty | 0.55 | - |
| Insurance | 2.29 | - |
| Leisure Services | 2.59 | - |
| Paper, Forest & Jute Products | 0.09 | - |
| Technology | - | 14.82 |
| Consumer Defensive | - | 7.77 |
| Financial Services | - | 28.6 |
| Consumer Cyclical | - | 13.5 |
| Industrials | - | 6.87 |
| Energy | - | 1.21 |
| Healthcare | - | 12.01 |
| Basic Materials | - | 2.09 |
| Real Estate | - | 4.19 |
| Communication Services | - | 4.59 |
| Utilities | - | 1.91 |
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