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Quant ESG Equity Fund Regular vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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