- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹7509 Cr | ₹5605 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 | 4.11% | 3.08% |
| 6 Month | 21.28% | 13.51% |
| 1 Year | 0.89% | -1.58% |
| 3 Year | 29.15% | 13.94% |
| 5 Year | 28.59% | 17.47% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 6 Month | 6.07% | 3.01% |
| 1 Year | 15.91% | 8.22% |
| 3 Year | 27.71% | 12.9% |
| 5 Year | 25.69% | 12.97% |
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 | 1.33% | 0.56% |
| Beta | 1.01% | 0.89% |
| Alpha | 11.25% | -0.03% |
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 |
Top Comparisons
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns7.38%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.46%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.93%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns16.64%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns23.45%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns11.78%
