Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Magnum Equity ESG Fund vs Franklin India Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Opportunities Fund - Growth

Invest Now

tortoise-icon SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Fund Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5948 Cr ₹5544 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 21 Feb 2000 01 Jan 1991
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 100 ESG TRI
Turn Over 84.04% 31%
Expense Ratio 1.8 1.94
Manager R Janakiraman Rohit Shimpi
ISIN Code INF090I01841 INF200K01214
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 ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
1 Month 8.21% 8.8%
6 Month -0.49% 0.58%
1 Year 13.2% 12.2%
3 Year 35.55% 17.52%
5 Year 33.71% 22.17%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
6 Month -0.3% 1.14%
1 Year -5.92% -3.1%
3 Year 27.05% 12.3%
5 Year 25.42% 13.36%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
1 Year 13.98% 12.48%
3 Year 15.3% 12.47%
5 Year 14.97% 12.9%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Standard Deviation 14.87% 12.36%
Sharp 1.3% 0.56%
Beta 1% 0.87%
Alpha 12% 1.35%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Name R Janakiraman Rohit Shimpi
Total AUM ₹50034 Cr ₹15441 Cr
Funds Managed 8 6
Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Others 10.49 4.05
Large Cap 44.66 77.43
Small Cap 30.58 4.32
Mid Cap 14.26 14.2

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Others 10.49 4.05
Petroleum Products 4.19 3.32
IT - Services 0.93 1.66
Construction 1.46 4.7
Consumer Durables 3.25 1.78
Diversified FMCG 3.06 2.25
Banks 8.74 29.68
Pharmaceuticals & Biotechnology 6.14 2.41
Transport Services 1.28 -
IT - Software 8.57 11.61
Industrial Manufacturing 1.53 -
Automobiles 4.68 7.98
Personal Products 1.59 0.9
Healthcare Services 5.34 1.14
Industrial Products 5.78 2.27
Finance 1.92 3.01
Telecom - Services 5.4 -
Financial Technology (Fintech) 2.19 -
Cement & Cement Products 1.61 3.71
Realty 2.15 1.1
Fertilizers & Agrochemicals 2.03 -
Chemicals & Petrochemicals 2.13 -
Retailing 4.7 1.49
Leisure Services 4.71 1.39
Auto Components 3.38 2.34
Power 1.44 1.6
Insurance 1.3 2.83
Non - Ferrous Metals - 2.11
Electrical Equipment - 4.2
Agricultural, Commercial & Construction Vehicles - 0.71
Textiles & Apparels - 1.76

Top Comparisons

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns28.39%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns27.48%

Compare Now

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns7.12%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns7.11%

Compare Now

HDFC Overnight Fund - Growth Option HDFC Overnight Fund - Growth Option

3Y Returns6.24%

VS

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns6.28%

Compare Now

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns20.22%

VS

Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully