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) | ₹7766 Cr | ₹443 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 | 0.57% | 5.13% |
| 6 Month | 9.48% | 6% |
| 1 Year | 6.66% | 0.45% |
| 3 Year | 30.42% | 14.12% |
| 5 Year | 27.46% | - |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 6 Month | 3.39% | 0.92% |
| 1 Year | 15.9% | 5.95% |
| 3 Year | 26.24% | 12.55% |
| 5 Year | 25.17% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| 1 Year | 13.05% | 10.15% |
| 3 Year | 16.11% | 13.1% |
| 5 Year | 15.23% | - |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Standard Deviation | 14.87% | 12.53% |
| Sharp | 1.38% | 0.51% |
| Beta | 1.01% | 0.90% |
| Alpha | 10.54% | 0.16% |
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 | 11.95 | 8.28 |
| Large Cap | 44.12 | 64.75 |
| Small Cap | 28.36 | 16.05 |
| Mid Cap | 15.57 | 10.93 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
|---|---|---|
| Others | 7.29 | 1.34 |
| Energy | 4.34 | - |
| Consumer Cyclical | 20.07 | 15.43 |
| Industrials | 4.42 | 7.34 |
| Consumer Defensive | 1.74 | 7.81 |
| Financial Services | 18.85 | 28.97 |
| Basic Materials | 9.66 | 2.33 |
| Healthcare | 12.76 | 12.03 |
| Technology | 11.87 | 15.27 |
| Communication Services | 5.71 | 4.3 |
| Real Estate | 0.5 | 3.29 |
| Utilities | 2.78 | 1.9 |
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