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) | ₹7766 Cr | ₹103 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 | 4.42% | 2.7% |
| 6 Month | 11.72% | 6.65% |
| 1 Year | 7.73% | 6.16% |
| 3 Year | 30.67% | 19.79% |
| 5 Year | 28.18% | 22.79% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.51% | 0.55% |
| 1 Year | 10.86% | 7.88% |
| 3 Year | 23.59% | 15.24% |
| 5 Year | 23.71% | 17.15% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 13.05% | 11.49% |
| 3 Year | 16.11% | 11.69% |
| 5 Year | 15.23% | 11.91% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 13.02% |
| Sharp | 1.38% | 1.05% |
| Beta | 1.01% | 1% |
| Alpha | 10.54% | 4.08% |
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 | 11.95 | 5.42 |
| Large Cap | 44.12 | 76.36 |
| Small Cap | 28.36 | - |
| Mid Cap | 15.57 | 18.22 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
|---|---|---|
| Others | 7.29 | 0.92 |
| Energy | 4.34 | 7.14 |
| Consumer Cyclical | 20.07 | 15.29 |
| Industrials | 4.42 | 12.75 |
| Consumer Defensive | 1.74 | 4.42 |
| Financial Services | 18.85 | 32.23 |
| Basic Materials | 9.66 | 4.63 |
| Healthcare | 12.76 | 5.11 |
| Technology | 11.87 | 9.26 |
| Communication Services | 5.71 | 4.01 |
| Real Estate | 0.5 | 1.59 |
| Utilities | 2.78 | 2.64 |
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