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SBI Magnum Equity ESG Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Chart Comparison
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) | ₹7766 Cr | ₹5613 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 | 1.79 | 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 | 0.79% | 0.4% |
| 6 Month | 9.33% | 6.99% |
| 1 Year | 3.93% | 3.03% |
| 3 Year | 29.21% | 13.76% |
| 5 Year | 26.71% | 16.09% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 6 Month | 2.68% | 1.59% |
| 1 Year | 14.45% | 9.73% |
| 3 Year | 24.46% | 11.9% |
| 5 Year | 24.1% | 12.14% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Year | 14.57% | 12.68% |
| 3 Year | 17.26% | 13.96% |
| 5 Year | 15.36% | 14.31% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 12.36% |
| Sharp | 1.42% | 0.68% |
| Beta | 1.02% | 0.88% |
| Alpha | 10.97% | - |
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 | 11.95 | 1.39 |
| Large Cap | 44.12 | 81.08 |
| Small Cap | 28.36 | 4.27 |
| Mid Cap | 15.57 | 13.26 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 7.29 | 1.39 |
| Energy | 4.34 | 3.44 |
| Consumer Cyclical | 20.07 | 16.46 |
| Industrials | 4.42 | 13.19 |
| Consumer Defensive | 1.74 | 3.23 |
| Financial Services | 18.85 | 35.16 |
| Basic Materials | 9.66 | 9.62 |
| Healthcare | 12.76 | 3.18 |
| Technology | 11.87 | 11.84 |
| Communication Services | 5.71 | - |
| Real Estate | 0.5 | 0.98 |
| Utilities | 2.78 | 1.5 |
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