Quant ESG Equity Fund Regular vs Franklin India Opportunities Fund compare

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Franklin India Opportunities Fund - Growth

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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)	₹8189 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

Scheme Name	Franklin India Opportunities Fund - Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	-1.33%	0.99%
6 Month	4.45%	0.42%
1 Year	1.35%	-3.61%
3 Year	27.38%	13.41%
5 Year	24.09%	24.82%

Scheme Name	Franklin India Opportunities Fund - Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	1.32%	2.87%
1 Year	12.93%	11.37%
3 Year	22.66%	11.02%
5 Year	23.29%	15.87%

Scheme Name	Franklin India Opportunities Fund - Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	14.47%	19.31%
3 Year	17.4%	23.01%
5 Year	15.39%	26.68%

Scheme Name	Franklin India Opportunities Fund - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	15.41%	18.756%
Sharp	1.29%	0.643%
Beta	1.02%	1.112%
Alpha	10.74%	6.426%

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

Scheme Name	Franklin India Opportunities Fund - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	8.69	45.25
Large Cap	47.16	46.52
Mid Cap	14.15	5.28
Small Cap	29.98	2.95

Scheme Name	Franklin India Opportunities Fund - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	8.69	28.37
Petroleum Products	3.02	-
Retailing	4.29	-
Construction	0.82	-
Consumer Durables	1.94	-
Diversified FMCG	1.62	-
Banks	18.64	-
Chemicals & Petrochemicals	3.38	-
Pharmaceuticals & Biotechnology	7.7	-
Electrical Equipment	0.78	-
IT - Software	6.97	-
Industrial Manufacturing	2.1	-
Automobiles	7.83	-
Healthcare Services	5.29	-
Telecom - Services	5.46	-
Industrial Products	4.16	-
Financial Technology (Fintech)	2.37	-
Cement & Cement Products	1.66	-
Fertilizers & Agrochemicals	1.27	-
Transport Services	1.62	-
Auto Components	1.01	-
Power	2.61	-
Finance	1.23	-
Realty	0.55	-
Insurance	2.29	-
Leisure Services	2.59	-
Paper, Forest & Jute Products	0.09	-
Technology	-	3.96
Consumer Cyclical	-	12.71
Basic Materials	-	4.51
Financial Services	-	2.95
Utilities	-	20.62
Real Estate	-	10.19
Healthcare	-	4.64
Energy	-	4.5
Consumer Defensive	-	7.53