SBI Equity Minimum Variance Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Chart Comparison
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) | ₹7766 Cr | ₹223 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 | -0.14% | 1.44% |
6 Month | 11.24% | 7.6% |
1 Year | 2.8% | -1.39% |
3 Year | 30.43% | 15.24% |
5 Year | 28.11% | 17.82% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.03% | 3.45% |
1 Year | 14.52% | 12.87% |
3 Year | 25.68% | 12.01% |
5 Year | 24.85% | 13.47% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.05% | 15.69% |
3 Year | 16.11% | 17.72% |
5 Year | 15.23% | 18.4% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.87% | 12.93% |
Sharp | 1.38% | 0.53% |
Beta | 1.01% | 1.02% |
Alpha | 10.54% | -0.77% |
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 | 11.95 | 2.03 |
Large Cap | 44.12 | 90.56 |
Small Cap | 28.36 | - |
Mid Cap | 15.57 | 7.41 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Others | 7.29 | 0 |
Energy | 4.34 | 3.92 |
Consumer Cyclical | 20.07 | 9.98 |
Industrials | 4.42 | 2.99 |
Consumer Defensive | 1.74 | 26.94 |
Financial Services | 18.85 | 16.08 |
Basic Materials | 9.66 | 8.15 |
Healthcare | 12.76 | 19.38 |
Technology | 11.87 | 7.62 |
Communication Services | 5.71 | 2.94 |
Real Estate | 0.5 | - |
Utilities | 2.78 | 2 |
Top Comparisons
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns16.75%
Invesco India Liquid Fund - Bonus Option
3Y Returns%
PGIM India Liquid Fund - Growth
3Y Returns6.99%
HDFC Overnight Fund - Growth Option
3Y Returns6.31%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.34%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.63%
LIC MF Flexi Cap Fund-Regular Plan-Growth
3Y Returns14.63%