Quant ESG Equity Fund Regular vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8380 Cr | ₹288 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 100 ESG TRI |
| Turn Over | 84.04% | % |
| Expense Ratio | 1.79 | 2.42 |
| Manager | R Janakiraman | Sanjeev Sharma |
| ISIN Code | INF090I01841 | INF966L01AB8 |
| 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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | -3.38% | -5.33% |
| 6 Month | -1.99% | -5.05% |
| 1 Year | 5.17% | -0.3% |
| 3 Year | 28.51% | 13.09% |
| 5 Year | 20.26% | 20.73% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.59% | -0.74% |
| 1 Year | 9.21% | 4.01% |
| 3 Year | 19.41% | 8.4% |
| 5 Year | 21.97% | 13.89% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.07% | 18.87% |
| 3 Year | 17.47% | 22.37% |
| 5 Year | 15.42% | 24.38% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 17.3% |
| Sharp | 1.42% | 0.56% |
| Beta | 1.02% | 1.16% |
| Alpha | 10.52% | -2.47% |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | R Janakiraman | Sanjeev Sharma |
| Total AUM | ₹50034 Cr | ₹39731 Cr |
| Funds Managed | 8 | 22 |
| Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 10.91 | 47.05 |
| Large Cap | 39.57 | 44.6 |
| Small Cap | 29.94 | 2.74 |
| Mid Cap | 19.58 | 5.6 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 4.16 | 30.25 |
| Energy | 3.11 | 9.08 |
| Consumer Cyclical | 15.36 | 12.79 |
| Communication Services | 6.09 | - |
| Basic Materials | 8.79 | 0.84 |
| Healthcare | 11.71 | 5.01 |
| Financial Services | 23.16 | 15.24 |
| Industrials | 9.45 | - |
| Technology | 15.21 | 0 |
| Utilities | 2.49 | 10.1 |
| Real Estate | 0.46 | 7.85 |
| Consumer Defensive | - | 8.84 |
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