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) | ₹5948 Cr | ₹484 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 | 1.8 | 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 | 4.22% | 3.56% |
6 Month | -3.57% | -5.96% |
1 Year | 8.9% | 5.96% |
3 Year | 29.65% | 11.62% |
5 Year | 31.31% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
6 Month | 0.67% | -0.61% |
1 Year | -4.3% | -5.13% |
3 Year | 29.29% | 13.82% |
5 Year | 26.86% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
1 Year | 13.98% | 14.12% |
3 Year | 15.3% | 13.4% |
5 Year | 14.97% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Standard Deviation | 14.87% | 13.477% |
Sharp | 1.08% | 0.302% |
Beta | 1.01% | 0.9% |
Alpha | 11.18% | -0.514% |
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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 | 9.46 | 2.77 |
Large Cap | 43.97 | 65.31 |
Small Cap | 31.26 | 13.55 |
Mid Cap | 15.31 | 18.36 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Others | 11.49 | 2.77 |
Energy | 4.32 | - |
Communication Services | 9.09 | 3.13 |
Industrials | 6.9 | 12.54 |
Consumer Cyclical | 19.47 | 12.44 |
Consumer Defensive | 3.74 | 1.83 |
Financial Services | 13.37 | 29.52 |
Healthcare | 11.56 | 11.64 |
Technology | 7.97 | 20.36 |
Basic Materials | 8.49 | 2.79 |
Real Estate | 2.22 | - |
Utilities | 1.37 | 2.97 |
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