Axis Special Situations Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon AXIS INNOVATION FUND - Regular Plan - Growth Option

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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 AXIS INNOVATION FUND - Regular Plan - Growth Option
Fund Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5623 Cr ₹1226 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Feb 2000 24 Dec 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 TRI
Turn Over 84.04% 18%
Expense Ratio 1.81 2.21
Manager R Janakiraman Vinayak Jayanath
ISIN Code INF090I01841 INF846K01Y05
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 Axis Innovation 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 AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month 3.36% 2.39%
6 Month 3.17% 5.73%
1 Year 38.58% 29.59%
3 Year 28.2% 11.86%
5 Year 27.84% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month - -
1 Year 25.66% 22.09%
3 Year 39.27% 21.97%
5 Year 33.28% -

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year 13.49% 13.67%
3 Year 14.89% 13.7%
5 Year 14.79% -

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation 14.87% 13.48%
Sharp 1.27% 0.63%
Beta 0.97% 0.9%
Alpha 9.97% -1.06%

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Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Name R Janakiraman Vinayak Jayanath
Total AUM ₹50034 Cr ₹0 Cr
Fund Manage 8 18
Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 7.59 21.37
Large Cap 38.03 36.72
Small Cap 40.76 11.27
Mid Cap 13.6 30.59

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 7.59 0.99
Petroleum Products 2.65 -
IT - Services 0.95 -
Construction 2.7 0.91
Consumer Durables 5.04 -
Diversified FMCG 2.69 -
Banks 9.75 -
Pharmaceuticals & Biotechnology 8.84 -
Transport Services 0.58 -
IT - Software 5.11 -
Industrial Manufacturing 1.27 -
Automobiles 4.05 -
Personal Products 1.52 -
Healthcare Services 7.3 -
Industrial Products 6.55 -
Finance 0.82 -
Telecom - Services 6.53 -
Aerospace & Defense 0.62 -
Electrical Equipment 0.29 -
Financial Technology (Fintech) 2.52 -
Power 2.47 -
Chemicals & Petrochemicals 2.43 -
Retailing 6.12 -
Leisure Services 4.1 -
Auto Components 3.53 -
Capital Markets 0.99 -
Realty 0.91 -
Insurance 1.46 2.07
Commercial Services & Supplies 0.6 -
Services - 23.61
Energy - 7.59
Capital Goods - 14.12
Financial - 12.69
Technology - 10.39
Healthcare - 6.12
Automobile - 5.36
Chemicals - 10.93
Consumer Staples - 1.52
Metals & Mining - 2.81
Communication - 0.84

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