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) | ₹297 Cr | ₹726 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 | 0.79% | 2.7% |
| 6 Month | 16.16% | 8.23% |
| 1 Year | 20.15% | 7.57% |
| 3 Year | 10.94% | 20.47% |
| 5 Year | 2.77% | 12.25% |
SIP Return Analysis
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| 6 Month | 8.06% | 3.82% |
| 1 Year | 35.58% | 16.7% |
| 3 Year | 18.04% | 17.83% |
| 5 Year | 9.93% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| 1 Year | 9.61% | 16.69% |
| 3 Year | 8.52% | 15.14% |
| 5 Year | 8.37% | 14.64% |
Risk Management
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.67% | 16.79% |
| Sharp | 0.39% | 0.11% |
| Beta | - | 0.82% |
| Alpha | - | -3.18% |
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 | 66.03 | 100 |
| Large Cap | 24.7 | - |
| Mid Cap | 9.27 | - |
Sector Allocation
| Scheme Name |
Franklin Asian Equity Fund - Growth Plan |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| Others | 3.15 | 5.21 |
| Healthcare | 4 | 13.47 |
| Financial Services | 20.16 | 13.39 |
| Consumer Cyclical | 21.82 | 15.78 |
| Basic Materials | 2.95 | 2.95 |
| Industrials | 6.99 | - |
| Technology | 29.12 | 28.62 |
| Consumer Defensive | 1.56 | 2.16 |
| Real Estate | 3.43 | - |
| Utilities | 1.13 | - |
| Communication Services | 5.68 | 18.42 |
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