Axis Special Situations Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
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) | ₹5948 Cr | ₹1157 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 | 1.8 | 2.26 |
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 | 8.22% | 3.21% |
6 Month | -7.59% | -12.08% |
1 Year | 13.16% | 5.95% |
3 Year | 27.12% | 10.12% |
5 Year | 31.75% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | -4.66% | -8.85% |
1 Year | -12.06% | -18.5% |
3 Year | 25.99% | 9.68% |
5 Year | 24.9% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.98% | 15.38% |
3 Year | 15.3% | 12.82% |
5 Year | 14.97% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.87% | 13.873% |
Sharp | 1.08% | 0.394% |
Beta | 1.01% | - |
Alpha | 11.18% | - |
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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 |
Funds Managed | 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 | 9.46 | 24.51 |
Large Cap | 43.97 | 39.64 |
Small Cap | 31.26 | 17.81 |
Mid Cap | 15.31 | 18.05 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 11.49 | 6.5 |
Energy | 4.32 | 1.67 |
Communication Services | 9.09 | 8.09 |
Industrials | 6.9 | 13.63 |
Consumer Cyclical | 19.47 | 19.5 |
Consumer Defensive | 3.74 | 1.75 |
Financial Services | 13.37 | 14.58 |
Healthcare | 11.56 | 7.41 |
Technology | 7.97 | 15.15 |
Basic Materials | 8.49 | 8.36 |
Real Estate | 2.22 | - |
Utilities | 1.37 | 3.36 |
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