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) | ₹7766 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 | 2.41% | -0.27% |
| 6 Month | 11.05% | 4.79% |
| 1 Year | 6.59% | -7.24% |
| 3 Year | 29.92% | 13.38% |
| 5 Year | 27.5% | 26.43% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.59% | 2.44% |
| 1 Year | 17.01% | 9.08% |
| 3 Year | 25.8% | 11.74% |
| 5 Year | 24.88% | - |
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 | 9.48 | 34.03 |
| Large Cap | 45.65 | 58.94 |
| Mid Cap | 13.84 | 4.36 |
| Small Cap | 31.02 | 2.66 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 9.48 | 16.19 |
| Petroleum Products | 4.34 | - |
| Retailing | 4.63 | - |
| Construction | 0.79 | - |
| Consumer Durables | 2.48 | - |
| Diversified FMCG | 1.74 | - |
| Banks | 13.2 | - |
| Chemicals & Petrochemicals | 3.82 | - |
| Pharmaceuticals & Biotechnology | 7.2 | - |
| Electrical Equipment | 0.8 | - |
| IT - Software | 6.77 | - |
| Industrial Manufacturing | 2.09 | - |
| Automobiles | 8.16 | - |
| Healthcare Services | 5.55 | - |
| Telecom - Services | 5.71 | - |
| Industrial Products | 4.18 | - |
| Financial Technology (Fintech) | 1.83 | - |
| Cement & Cement Products | 1.79 | - |
| Diversified Fmcg | 0.06 | - |
| Fertilizers & Agrochemicals | 1.63 | - |
| Transport Services | 1.7 | - |
| Auto Components | 1.08 | - |
| Power | 2.78 | - |
| Finance | 1.33 | - |
| Realty | 0.5 | - |
| Insurance | 2.49 | - |
| Leisure Services | 3.74 | - |
| Paper, Forest & Jute Products | 0.12 | - |
| Technology | - | 9.78 |
| Healthcare | - | 4.36 |
| Financial Services | - | 20.83 |
| Consumer Cyclical | - | 12.76 |
| Utilities | - | 14.59 |
| Real Estate | - | 8.9 |
| Energy | - | 3.48 |
| Consumer Defensive | - | 9.09 |
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