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 | 4.21% | 3.87% |
6 Month | 19.31% | 13.68% |
1 Year | 0.12% | -13.5% |
3 Year | 27.91% | 13.2% |
5 Year | 29.12% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 6.07% | 1.98% |
1 Year | 15.91% | 3.4% |
3 Year | 27.71% | 11.87% |
5 Year | 25.69% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 13.31% | 21.51% |
3 Year | 15.86% | 27.16% |
5 Year | 15.16% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.87% | 18.756% |
Sharp | 1.33% | 0.643% |
Beta | 1.01% | 1.112% |
Alpha | 11.25% | 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 | 10.27 | 17.05 |
Large Cap | 44.8 | 56.62 |
Small Cap | 27.99 | 19.96 |
Mid Cap | 16.94 | 6.37 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 6.31 | 13.28 |
Energy | 5.1 | 0.44 |
Consumer Cyclical | 18.45 | 12.42 |
Industrials | 4.14 | - |
Consumer Defensive | 1.83 | 8.25 |
Financial Services | 19.78 | 30.3 |
Basic Materials | 9.22 | - |
Healthcare | 14.12 | 6.37 |
Technology | 11.61 | 6.68 |
Communication Services | 5.73 | - |
Real Estate | 0.84 | 9.51 |
Utilities | 2.87 | 12.75 |
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