Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Equity Minimum Variance Fund vs Franklin India Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Opportunities Fund - Growth

Invest Now

tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
Fund Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5948 Cr ₹214 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 21 Feb 2000 19 Mar 2019
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 TRI
Turn Over 84.04% 37%
Expense Ratio 1.8 0.75
Manager R Janakiraman Pradeep Kesavan
ISIN Code INF090I01841 INF200KA1A48
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 SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% 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 SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Month 5.38% 3.22%
6 Month 2.41% 3.19%
1 Year 8.24% 6.45%
3 Year 35.89% 17.42%
5 Year 34.81% 22.81%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month 6.32% 5.23%
1 Year 5.57% 1.53%
3 Year 31.23% 13.8%
5 Year 27.78% 15.13%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Year 13.98% 17.52%
3 Year 15.3% 18.26%
5 Year 14.97% 18.14%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
Standard Deviation 14.87% 13.168%
Sharp 1.3% 0.601%
Beta 1% -
Alpha 12% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
Name R Janakiraman Pradeep Kesavan
Total AUM ₹50034 Cr ₹434274 Cr
Funds Managed 8 43
Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Others 10.49 1.16
Large Cap 44.66 92.34
Small Cap 30.58 -
Mid Cap 14.26 6.5

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Others 10.49 0.12
Petroleum Products 4.19 -
IT - Services 0.93 -
Construction 1.46 -
Consumer Durables 3.25 -
Diversified FMCG 3.06 -
Banks 8.74 -
Pharmaceuticals & Biotechnology 6.14 -
Transport Services 1.28 -
IT - Software 8.57 -
Industrial Manufacturing 1.53 -
Automobiles 4.68 -
Personal Products 1.59 -
Healthcare Services 5.34 -
Industrial Products 5.78 -
Finance 1.92 -
Telecom - Services 5.4 -
Financial Technology (Fintech) 2.19 -
Cement & Cement Products 1.61 -
Realty 2.15 -
Fertilizers & Agrochemicals 2.03 -
Chemicals & Petrochemicals 2.13 -
Retailing 4.7 -
Leisure Services 4.71 -
Auto Components 3.38 -
Power 1.44 -
Insurance 1.3 -
Energy - 4.95
Technology - 12.36
Industrials - 2.9
Basic Materials - 6.06
Consumer Defensive - 29.22
Financial Services - 12.12
Healthcare - 20.81
Consumer Cyclical - 7.97
Communication Services - 1.55
Utilities - 1.95

Top Comparisons

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns13.34%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns16.46%

Compare Now

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

VS

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

3Y Returns24.01%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.95%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.29%

Compare Now

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns26.24%

VS

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns28.26%

Compare Now
Add to Cart Successfully