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) | ₹279 Cr | ₹724 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 16 Jan 2008 | 23 Jul 2015 |
| Category | Gold | Gold |
| 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 | 0.57% | -1.64% |
| 6 Month | 22.07% | 12.33% |
| 1 Year | 18.69% | 7.88% |
| 3 Year | 15.28% | 20.83% |
| 5 Year | 3.64% | 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 | 9.58% | 1.48% |
| 1 Year | 35.76% | 10.75% |
| 3 Year | 17.61% | 16.41% |
| 5 Year | 9.43% | 13.28% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| 1 Year | 9.37% | 17.02% |
| 3 Year | 8.48% | 14.96% |
| 5 Year | 8.44% | 14.76% |
Risk Management
| Scheme Name | Franklin Asian Equity Fund - Growth Plan | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| Standard Deviation | 16.51% | 13.71% |
| Sharp | 0.71% | 0.93% |
| Beta | - | 0.98% |
| Alpha | - | -4.20% |
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 | 66.49 | 100 |
| Large Cap | 25.25 | - |
| Mid Cap | 8.25 | - |
Sector Allocation
| Scheme Name |
Franklin Asian Equity Fund - Growth Plan |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
|---|---|---|
| Others | 2.95 | 5.76 |
| Healthcare | 3.39 | 12.82 |
| Financial Services | 21.73 | 13.62 |
| Consumer Cyclical | 22.86 | 15.64 |
| Industrials | 6.81 | - |
| Basic Materials | 2.97 | 3.25 |
| Consumer Defensive | 3.59 | 2.25 |
| Technology | 25.99 | 28.46 |
| Real Estate | 2.18 | - |
| Utilities | 1.16 | - |
| Communication Services | 6.37 | 18.21 |
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