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) | ₹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% |
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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 |
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