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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7509 Cr ₹453 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 4.11% 3.09%
6 Month 21.28% 13.03%
1 Year 0.89% -5.04%
3 Year 29.15% 13.71%
5 Year 28.59% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
6 Month 6.07% 2.05%
1 Year 15.91% 3.6%
3 Year 27.71% 12.61%
5 Year 25.69% -

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% 12.69%
Sharp 1.33% 0.44%
Beta 1.01% 0.90%
Alpha 11.25% 0.75%

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 10.77 7.13
Large Cap 44.29 64.46
Small Cap 29.26 15.3
Mid Cap 15.68 13.11

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

Others 6.11 1.41
Energy 4.47 -
Consumer Cyclical 19.93 14.89
Industrials 4.4 9.7
Consumer Defensive 1.9 7.76
Financial Services 19.13 29.04
Basic Materials 9.15 2.43
Healthcare 13.46 10.95
Technology 12.15 14.2
Communication Services 5.85 4.23
Real Estate 0.69 3.02
Utilities 2.76 2.38

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