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) | ₹7509 Cr | ₹100 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 | 4.11% | 3.43% |
6 Month | 21.28% | 15% |
1 Year | 0.89% | 0.52% |
3 Year | 29.15% | 20.72% |
5 Year | 28.59% | 22.69% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
6 Month | 6.07% | 3.7% |
1 Year | 15.91% | 11.31% |
3 Year | 27.71% | 18.17% |
5 Year | 25.69% | 18.76% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
1 Year | 13.31% | 11.68% |
3 Year | 15.86% | 11.62% |
5 Year | 15.16% | 11.87% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 14.87% | 13.02% |
Sharp | 1.33% | 0.93% |
Beta | 1.01% | 1% |
Alpha | 11.25% | 4.09% |
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 | 10.77 | 5.49 |
Large Cap | 44.29 | 74.26 |
Small Cap | 29.26 | - |
Mid Cap | 15.68 | 20.25 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 6.11 | 0.95 |
Energy | 4.47 | 6.72 |
Consumer Cyclical | 19.93 | 10.82 |
Industrials | 4.4 | 12.78 |
Consumer Defensive | 1.9 | 4.65 |
Financial Services | 19.13 | 32.52 |
Basic Materials | 9.15 | 6.84 |
Healthcare | 13.46 | 5.26 |
Technology | 12.15 | 9.51 |
Communication Services | 5.85 | 4.16 |
Real Estate | 0.69 | 1.93 |
Utilities | 2.76 | 3.87 |
Top Comparisons
Tata Small Cap Fund Regular Growth
3Y Returns20.78%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns16%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns16.13%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns18.2%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns13.93%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns15.36%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.19%