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) | ₹7376 Cr | ₹708 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 | 0.62% | -0.76% |
6 Month | 14.65% | 15% |
1 Year | 1.84% | -1.32% |
3 Year | 29.64% | 16.43% |
5 Year | 29.12% | 20.23% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Comma Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.63% | 3.31% |
1 Year | 6.58% | 6.14% |
3 Year | 26.28% | 14.45% |
5 Year | 25.04% | 14.43% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Comma Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.31% | 8.84% |
3 Year | 15.86% | 11.77% |
5 Year | 15.16% | 10.89% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Comma Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.87% | 15.32% |
Sharp | 1.47% | 0.69% |
Beta | 1.02% | 0.78% |
Alpha | 11.43% | 1.91% |
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 | 10.27 | 3.99 |
Large Cap | 44.8 | 51.34 |
Small Cap | 27.99 | 28.14 |
Mid Cap | 16.94 | 16.53 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Comma Fund - Regular Plan - Growth |
---|---|---|
Others | 6.31 | 3.99 |
Energy | 5.1 | 26.35 |
Consumer Cyclical | 18.45 | 3.39 |
Industrials | 4.14 | - |
Consumer Defensive | 1.83 | 6.56 |
Financial Services | 19.78 | 2.1 |
Basic Materials | 9.22 | 48.82 |
Healthcare | 14.12 | - |
Technology | 11.61 | - |
Communication Services | 5.73 | - |
Real Estate | 0.84 | - |
Utilities | 2.87 | 8.78 |
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