SBI Magnum Equity ESG Fund vs Franklin India Opportunities Fund compare

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Franklin India Opportunities Fund - Growth

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SBI ESG Exclusionary Strategy 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 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

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%

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%

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%

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%

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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

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

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