SBI Equity Minimum Variance Fund vs Franklin India Opportunities Fund compare

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Franklin India Opportunities Fund - Growth

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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)	₹8189 Cr	₹229 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

Scheme Name	Franklin India Opportunities Fund - Growth	SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Month	-1.33%	1.78%
6 Month	4.45%	5.85%
1 Year	1.35%	4.51%
3 Year	27.38%	12.93%
5 Year	24.09%	15.19%

Scheme Name	Franklin India Opportunities Fund - Growth	SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month	1.32%	3.77%
1 Year	12.93%	14.12%
3 Year	22.66%	11.23%
5 Year	23.29%	12.79%

Scheme Name	Franklin India Opportunities Fund - Growth	SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Year	14.47%	14.85%
3 Year	17.4%	17.55%
5 Year	15.39%	18.06%

Scheme Name	Franklin India Opportunities Fund - Growth	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Standard Deviation	15.41%	12.90%
Sharp	1.29%	0.51%
Beta	1.02%	1.05%
Alpha	10.74%	-0.28%

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

Scheme Name	Franklin India Opportunities Fund - Growth	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Others	8.69	2.6
Large Cap	47.16	94.06
Mid Cap	14.15	3.34
Small Cap	29.98	-

Scheme Name	Franklin India Opportunities Fund - Growth	SBI Equity Minimum Variance Fund - Regular Plan - Growth
Others	8.69	0.43
Petroleum Products	3.02	-
Retailing	4.29	-
Construction	0.82	-
Consumer Durables	1.94	-
Diversified FMCG	1.62	-
Banks	18.64	-
Chemicals & Petrochemicals	3.38	-
Pharmaceuticals & Biotechnology	7.7	-
Electrical Equipment	0.78	-
IT - Software	6.97	-
Industrial Manufacturing	2.1	-
Automobiles	7.83	-
Healthcare Services	5.29	-
Telecom - Services	5.46	-
Industrial Products	4.16	-
Financial Technology (Fintech)	2.37	-
Cement & Cement Products	1.66	-
Fertilizers & Agrochemicals	1.27	-
Transport Services	1.62	-
Auto Components	1.01	-
Power	2.61	-
Finance	1.23	-
Realty	0.55	-
Insurance	2.29	-
Leisure Services	2.59	-
Paper, Forest & Jute Products	0.09	-
Energy	-	3.98
Technology	-	6.69
Industrials	-	4.03
Basic Materials	-	9.43
Healthcare	-	17.77
Consumer Defensive	-	28.55
Financial Services	-	16.65
Consumer Cyclical	-	7.44
Communication Services	-	3.09
Utilities	-	1.94