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) ₹4576 Cr ₹1271 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Feb 2000 05 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 1.87 2.22
Manager R Janakiraman Vinayak Jayanath
ISIN Code INF090I01841 INF846K01Y05
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month 3.79% 4.28%
6 Month 35.79% 23.15%
1 Year 65.93% 40.26%
3 Year 29.01% 14.13%
5 Year 30.93% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month - -
1 Year 30.85% 17.36%
3 Year 74.63% 31.54%
5 Year 126.93% 36.29%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year 32.18% 13.88%
3 Year 87.96% 39.49%
5 Year 140.44% 42.49%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation 14.87% 13.48%
Sharp 1.41% 0.63%
Beta 0.98% 0.9%
Alpha 10.03% -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 10.97 21.37
Large Cap 36.15 36.72
Small Cap 43.6 11.27
Mid Cap 9.26 30.59

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 5.98 0.99
Energy 6.18 7.59
Technology 5.96 10.39
Metals & Mining 3.34 2.81
Construction 3.01 0.91
Financial 7.34 12.69
Automobile 8.9 5.36
Healthcare 9.45 6.12
Capital Goods 19.93 14.12
Services 12.88 23.61
Chemicals 3.64 10.93
Consumer Discretionary 6.32 -
Communication 6.23 0.84
Materials 0.82 -
Insurance - 2.07
Consumer Staples - 1.52

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