Nippon India Quant Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Nippon India Quant Fund -Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8380 Cr | ₹110 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 18 Apr 2008 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 200 |
| Turn Over | 84.04% | 119% |
| Expense Ratio | 1.79 | 0.94 |
| Manager | R Janakiraman | Ashutosh Bhargava |
| ISIN Code | INF090I01841 | INF204K01760 |
| 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 | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Month | -3.38% | -2.33% |
| 6 Month | -1.99% | 0.36% |
| 1 Year | 5.17% | 10.6% |
| 3 Year | 28.51% | 18.95% |
| 5 Year | 20.26% | 17.99% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 6 Month | -0.59% | 1.28% |
| 1 Year | 9.21% | 11.3% |
| 3 Year | 19.41% | 14.93% |
| 5 Year | 21.97% | 16.92% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 14.07% | 10.93% |
| 3 Year | 17.47% | 11.91% |
| 5 Year | 15.42% | 12.02% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 13.02% |
| Sharp | 1.42% | 1.07% |
| Beta | 1.02% | 0.99% |
| Alpha | 10.52% | 3.56% |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Name | R Janakiraman | Ashutosh Bhargava |
| Total AUM | ₹50034 Cr | ₹121448 Cr |
| Funds Managed | 8 | 12 |
| Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 10.91 | 5.39 |
| Large Cap | 39.57 | 74.94 |
| Small Cap | 29.94 | - |
| Mid Cap | 19.58 | 19.67 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 4.16 | 1.16 |
| Energy | 3.11 | 8.89 |
| Consumer Cyclical | 15.36 | 14.45 |
| Communication Services | 6.09 | 4.21 |
| Basic Materials | 8.79 | 5.41 |
| Healthcare | 11.71 | 3.93 |
| Financial Services | 23.16 | 31.64 |
| Industrials | 9.45 | 16.15 |
| Technology | 15.21 | 7.8 |
| Utilities | 2.49 | 2.4 |
| Real Estate | 0.46 | - |
| Consumer Defensive | - | 3.97 |
Top Comparisons
Bandhan Gilt Fund - Regular Plan - Growth
3Y Returns6.76%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns7.15%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns14.62%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns15.87%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns14.1%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.79%