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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) | ₹7376 Cr | ₹5666 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 | 0.62% | -0.03% |
| 6 Month | 14.65% | 8.62% |
| 1 Year | 1.84% | 0.29% |
| 3 Year | 29.64% | 12.86% |
| 5 Year | 29.12% | 17.8% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 6 Month | 4.63% | 1.81% |
| 1 Year | 6.58% | 1.83% |
| 3 Year | 26.28% | 11.73% |
| 5 Year | 25.04% | 12.52% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Year | 13.31% | 12.01% |
| 3 Year | 15.86% | 12.54% |
| 5 Year | 15.16% | 13.08% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 12.36% |
| Sharp | 1.47% | 0.68% |
| Beta | 1.02% | 0.89% |
| Alpha | 11.43% | 0.23% |
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 | 10.27 | 4.2 |
| Large Cap | 44.8 | 78.37 |
| Small Cap | 27.99 | 4.41 |
| Mid Cap | 16.94 | 13.02 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 6.31 | 4.2 |
| Energy | 5.1 | 3.47 |
| Consumer Cyclical | 18.45 | 14.61 |
| Industrials | 4.14 | 14.64 |
| Consumer Defensive | 1.83 | 3.22 |
| Financial Services | 19.78 | 35.27 |
| Basic Materials | 9.22 | 5.81 |
| Healthcare | 14.12 | 4.03 |
| Technology | 11.61 | 12.16 |
| Communication Services | 5.73 | - |
| Real Estate | 0.84 | 1.04 |
| Utilities | 2.87 | 1.54 |
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