Nippon India US Equity Opportunites Fund vs Franklin Asian Equity Fund compare
Franklin Asian Equity Fund - Growth Plan
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| Fund | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹315 Cr | ₹731 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 16 Jan 2008 | 23 Jul 2015 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY 50 TRI |
| Turn Over | 57.26% | 27% |
| Expense Ratio | 2.54 | 2.39 |
| Manager | Sandeep Manam | Kinjal Desai |
| ISIN Code | INF090I01AB3 | INF204KA12G2 |
| Exits Load | Franklin Asian Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India US Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| 1 Month | 7.47% | 2.89% |
| 6 Month | 18.18% | 9.5% |
| 1 Year | 33.38% | 9.11% |
| 3 Year | 12.11% | 20.68% |
| 5 Year | 2.31% | 12.54% |
SIP Return Analysis
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| 6 Month | 10.91% | 5.82% |
| 1 Year | 42.59% | 21.93% |
| 3 Year | 22.01% | 18.92% |
| 5 Year | 12.72% | 15.31% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| 1 Year | 9.72% | 16.53% |
| 3 Year | 8.56% | 15.22% |
| 5 Year | 8.31% | 14.58% |
Risk Management
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.70% | 13.20% |
| Sharp | 0.46% | 1.07% |
| Beta | 0.56% | 0.98% |
| Alpha | -10.5% | -3.47% |
Fund Managers
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| Name | Sandeep Manam | Kinjal Desai |
| Total AUM | ₹74256 Cr | ₹81302 Cr |
| Funds Managed | 20 | 16 |
| Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
Market Cap
| Scheme Name |
Franklin Asian Equity Fund - Growth Plan |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| Others | 67.61 | 100 |
| Large Cap | 23.2 | - |
| Mid Cap | 9.2 | - |
Sector Allocation
| Scheme Name |
Franklin Asian Equity Fund - Growth Plan |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| Others | 3.96 | 5.32 |
| Healthcare | 4.6 | 13.58 |
| Financial Services | 20.37 | 14.02 |
| Consumer Cyclical | 22.01 | 15.73 |
| Basic Materials | 2.62 | 3.03 |
| Industrials | 7.93 | - |
| Technology | 28.97 | 28.48 |
| Real Estate | 2.99 | - |
| Utilities | 1 | - |
| Communication Services | 5.54 | 17.8 |
| Consumer Defensive | - | 2.04 |
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