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) | ₹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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