SBI Magnum Comma Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
SBI Comma Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | SBI Comma Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8380 Cr | ₹863 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 08 Aug 2005 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY COMMODITIES TRI |
| Turn Over | 84.04% | 65% |
| Expense Ratio | 1.79 | 2.52 |
| Manager | R Janakiraman | Pradeep Kesavan |
| ISIN Code | INF090I01841 | INF200K01339 |
| 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 Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.89% | 1.76% |
| 6 Month | -0.61% | 5.53% |
| 1 Year | 7.91% | 18.81% |
| 3 Year | 30.23% | 19.09% |
| 5 Year | 21.91% | 19.47% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.33% | 3.59% |
| 1 Year | 11.19% | 18.08% |
| 3 Year | 19.33% | 14.77% |
| 5 Year | 22.19% | 13.89% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.07% | 8.46% |
| 3 Year | 17.47% | 12.29% |
| 5 Year | 15.42% | 11.3% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 16.13% |
| Sharp | 1.42% | 0.79% |
| Beta | 1.02% | 0.8% |
| Alpha | 10.52% | 2.43% |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Comma 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 Comma Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.91 | 7.69 |
| Large Cap | 39.57 | 52.92 |
| Small Cap | 29.94 | 21.46 |
| Mid Cap | 19.58 | 17.93 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.16 | 4.97 |
| Energy | 3.11 | 24.77 |
| Consumer Cyclical | 15.36 | 2.79 |
| Communication Services | 6.09 | - |
| Basic Materials | 8.79 | 52.1 |
| Healthcare | 11.71 | - |
| Financial Services | 23.16 | 1.71 |
| Industrials | 9.45 | - |
| Technology | 15.21 | - |
| Utilities | 2.49 | 9.86 |
| Real Estate | 0.46 | - |
| Consumer Defensive | - | 3.79 |
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