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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 Equity 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 Equity Fund Regular - Growth
Fund Franklin India Opportunities Fund - Growth Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6864 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 Equity Fund Regular - Growth
1 Month 2.09% 4.89%
6 Month -4.04% -2.23%
1 Year 4.26% -2.26%
3 Year 34.88% 22.57%
5 Year 31.53% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Quant ESG Equity Fund Regular - Growth
6 Month 7.45% 9.19%
1 Year 5.1% 1.55%
3 Year 29.07% 16.07%
5 Year 26.62% -

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Quant ESG Equity Fund Regular - Growth
1 Year 13.64% 22.83%
3 Year 15.61% 28.77%
5 Year 15.06% -

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 14.5% 18.756%
Sharp 1.61% 0.643%
Beta 0.96% 1.112%
Alpha 12.81% 6.426%

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Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth Quant ESG Equity 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 Equity Fund Regular - Growth

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

Quant ESG Equity Fund Regular - Growth

Others 7.11 13.27
Large Cap 52.76 45.01
Small Cap 27.2 20.43
Mid Cap 12.92 21.29

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

Quant ESG Equity Fund Regular - Growth

Others 7.11 13.27
Petroleum Products 6.58 -
IT - Services 0.79 -
Construction 0.86 -
Consumer Durables 2.3 -
Diversified FMCG 4.12 -
Banks 12.16 -
Pharmaceuticals & Biotechnology 5.85 -
Transport Services 2.19 -
IT - Software 8.43 -
Industrial Manufacturing 1.44 -
Automobiles 5.73 -
Personal Products 1.62 -
Healthcare Services 5.06 -
Industrial Products 4.14 -
Finance 2.35 -
Telecom - Services 5.63 -
Financial Technology (Fintech) 2.09 -
Cement & Cement Products 1.52 -
Realty 2.15 -
Fertilizers & Agrochemicals 1.99 -
Chemicals & Petrochemicals 2.06 -
Retailing 4.3 -
Leisure Services 4.71 -
Auto Components 1.06 -
Power 1.33 -
Insurance 2.42 -
Energy - 9.56
Healthcare - 19.88
Financial Services - 32.57
Consumer Defensive - 8.79
Technology - 3.22
Consumer Cyclical - 6.97
Utilities - 5.74

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