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SBI Equity Minimum Variance Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - 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 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) ₹6864 Cr ₹216 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 1.79 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 2.65% 2.34%
6 Month -1.25% 2.05%
1 Year 2.9% 1.71%
3 Year 35.13% 17.58%
5 Year 31.08% 19.8%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month 10.21% 7.1%
1 Year 10.28% 4.92%
3 Year 30.69% 13.75%
5 Year 27.55% 15.02%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Year 13.64% 16.43%
3 Year 15.61% 17.98%
5 Year 15.06% 18.51%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
Standard Deviation 14.87% 14.22%
Sharp 1.45% 0.61%
Beta 1% 1.02%
Alpha 11.56% -0.44%

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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 7.11 1.16
Large Cap 52.76 92.34
Small Cap 27.2 -
Mid Cap 12.92 6.5

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Others 7.11 0.12
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 - 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

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