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) | ₹7509 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 | -0.59% | -0.07% |
6 Month | 14.8% | 7.95% |
1 Year | 0.78% | -9.73% |
3 Year | 30.28% | 15.73% |
5 Year | 27.72% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 3.34% | 0.39% |
1 Year | 14.92% | 5.31% |
3 Year | 25.87% | 11.04% |
5 Year | 24.78% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 13.05% | 20.52% |
3 Year | 16.11% | 24.56% |
5 Year | 15.23% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.87% | 18.756% |
Sharp | 1.38% | 0.643% |
Beta | 1.01% | 1.112% |
Alpha | 10.54% | 6.426% |
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 | 10.77 | 13.85 |
Large Cap | 44.29 | 60.46 |
Small Cap | 29.26 | 19.63 |
Mid Cap | 15.68 | 6.06 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 6.11 | 10.14 |
Energy | 4.47 | 0.42 |
Consumer Cyclical | 19.93 | 13.47 |
Industrials | 4.4 | - |
Consumer Defensive | 1.9 | 8.59 |
Financial Services | 19.13 | 28.7 |
Basic Materials | 9.15 | - |
Healthcare | 13.46 | 6.06 |
Technology | 12.15 | 10.36 |
Communication Services | 5.85 | - |
Real Estate | 0.69 | 9.38 |
Utilities | 2.76 | 12.88 |
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