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 | 4.29% | 2.41% |
6 Month | -3.41% | -2.36% |
1 Year | 9.11% | 8.93% |
3 Year | 29.73% | 12.99% |
5 Year | 32.07% | 21.31% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
---|---|---|
6 Month | 0.67% | 0.76% |
1 Year | -4.3% | -3.62% |
3 Year | 29.29% | 13.21% |
5 Year | 26.86% | 14.23% |
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 | 1.08% | 0.29% |
Beta | 1.01% | 0.89% |
Alpha | 11.18% | 0.07% |
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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 | 9.46 | 3.57 |
Large Cap | 43.97 | 78.4 |
Small Cap | 31.26 | 4.27 |
Mid Cap | 15.31 | 13.76 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
---|---|---|
Others | 11.49 | 2.02 |
Energy | 4.32 | 3.3 |
Communication Services | 9.09 | - |
Industrials | 6.9 | 12.01 |
Consumer Cyclical | 19.47 | 15.76 |
Consumer Defensive | 3.74 | 3.28 |
Financial Services | 13.37 | 35.59 |
Healthcare | 11.56 | 3.54 |
Technology | 7.97 | 16.49 |
Basic Materials | 8.49 | 5.51 |
Real Estate | 2.22 | 1.05 |
Utilities | 1.37 | 1.46 |
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