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SBI Magnum Equity ESG Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon 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) ₹6864 Cr ₹5715 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 3.1% 2.55%
6 Month -0.32% 3.66%
1 Year 2.99% 1.86%
3 Year 35.01% 17.7%
5 Year 31.2% 19.63%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
6 Month 9.73% 8.23%
1 Year 10.94% 10.16%
3 Year 29.86% 15.1%
5 Year 27.15% 14.79%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
1 Year 13.64% 12.2%
3 Year 15.61% 12.45%
5 Year 15.06% 13.02%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Standard Deviation 14.87% 12.36%
Sharp 1.45% 0.73%
Beta 1% 0.89%
Alpha 11.56% 0.89%

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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 10.29 3.8
Large Cap 50.34 78.55
Small Cap 26.62 3.96
Mid Cap 12.71 13.69

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Others 10.29 3.8
Petroleum Products 6.29 3.52
Construction 0.89 4.71
Consumer Durables 2.29 1.23
Diversified FMCG 3.84 2.22
Banks 11.59 29.71
Pharmaceuticals & Biotechnology 5.63 2.63
IT - Software 9.51 11.14
Industrial Manufacturing 1.57 -
Automobiles 6.09 8.06
Personal Products 1.49 0.88
Healthcare Services 5.02 1.22
Industrial Products 4.22 2.4
Finance 2.38 3.01
Telecom - Services 5.2 -
Financial Technology (Fintech) 2.14 -
Cement & Cement Products 1.38 3.43
Realty 2.14 1.1
Diversified Fmcg 0.11 -
Fertilizers & Agrochemicals 1.77 -
Transport Services 1.83 -
Chemicals & Petrochemicals 2.24 -
Retailing 3.74 1.07
Auto Components 1.02 2.69
Power 1.18 1.52
Insurance 2.39 3.04
Leisure Services 3.72 1.3
Electrical Equipment - 5.57
IT - Services - 1.53
Non - Ferrous Metals - 1.86
Agricultural, Commercial & Construction Vehicles - 0.54
Textiles & Apparels - 1.82

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