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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) ₹5948 Cr ₹629 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 21 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 1.8 2.41
Manager R Janakiraman Dhaval Gala
ISIN Code INF090I01841 INF209KB1U43
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 Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Month 5.95% 3.66%
6 Month -12.78% -14.32%
1 Year 12.39% 9.26%
3 Year 25.94% 7.9%
5 Year 34.6% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
6 Month -7.36% -6.58%
1 Year -11.38% -7.1%
3 Year 27.69% 12.63%
5 Year 26.24% -

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Year 13.98% 15.46%
3 Year 15.3% 11.92%
5 Year 14.97% -

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Standard Deviation 14.87% 14.714%
Sharp 1.03% 0.235%
Beta 1.01% 0.98%
Alpha 10.23% -1.517%

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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
Funds Managed 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 6.26 3.16
Large Cap 41.2 69.87
Small Cap 36 9.2
Mid Cap 16.54 17.77

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

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

Others 8.39 2.11
Energy 4.23 -
Communication Services 9.89 3.5
Industrials 8.55 7.07
Consumer Cyclical 20.06 20.99
Consumer Defensive 3.9 5.42
Financial Services 10.86 31
Healthcare 13.23 0.3
Technology 8.54 23.14
Basic Materials 8.23 2.25
Real Estate 2.5 2.51
Utilities 1.62 1.72

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