ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon ADITYA BIRLA SUN LIFE ESG INTEGRATION 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 ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Fund Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4576 Cr ₹680 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 05 Feb 2000 24 Dec 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 100 ESG TRI
Turn Over 84.04% 18%
Expense Ratio 1.87 2.42
Manager R Janakiraman Dhaval Gala
ISIN Code INF090I01841 INF209KB1U43
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Month 5.37% 1.49%
6 Month 37.27% 20.49%
1 Year 67.11% 35.26%
3 Year 29.12% 12.67%
5 Year 30.13% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
6 Month - -
1 Year 30.85% 14.1%
3 Year 74.63% 25.35%
5 Year 126.93% 29.79%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Year 32.18% 11.61%
3 Year 87.96% 31.83%
5 Year 140.44% 34.17%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Standard Deviation 14.87% 14.18%
Sharp 1.41% 0.54%
Beta 0.98% 0.97%
Alpha 10.03% -1.91%

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Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Name R Janakiraman Dhaval Gala
Total AUM ₹50034 Cr ₹23597 Cr
Fund Manage 8 7
Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Others 10.97 1.42
Large Cap 36.15 65.37
Small Cap 43.6 14.59
Mid Cap 9.26 18.62

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Others 5.98 1.42
Energy 6.18 -
Technology 5.96 21.22
Metals & Mining 3.34 -
Construction 3.01 2.71
Financial 7.34 28.12
Automobile 8.9 12.3
Healthcare 9.45 1.07
Capital Goods 19.93 7.21
Services 12.88 6.56
Chemicals 3.64 -
Consumer Discretionary 6.32 8.83
Communication 6.23 2.79
Materials 0.82 3.65
Consumer Staples - 1.87
Insurance - 1
Textiles - 1.25

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