ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Chart Comparison
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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