Franklin India Opportunities Fund vs HSBC Business Cycles Fund compare
Franklin India Opportunities Fund - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5948 Cr | ₹995 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Feb 2000 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 84.04% | 28% |
Expense Ratio | 1.8 | 2.28 |
Manager | R Janakiraman | Venugopal Manghat |
ISIN Code | INF090I01841 | INF917K01RF8 |
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 | HSBC Business Cycles Fund - 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 | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 6.72% | 12.08% |
6 Month | -12.17% | -12.89% |
1 Year | 15.08% | 13.48% |
3 Year | 26.89% | 19.66% |
5 Year | 33.98% | 29.3% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -7.36% | -6.93% |
1 Year | -11.38% | -10.64% |
3 Year | 27.69% | 19.99% |
5 Year | 26.24% | 21.66% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.98% | 12.53% |
3 Year | 15.3% | 12.41% |
5 Year | 14.97% | 10.07% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.87% | 16.92% |
Sharp | 1.03% | 0.627% |
Beta | 1.01% | - |
Alpha | 10.23% | - |
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Fund Managers
Scheme Name | Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | R Janakiraman | Venugopal Manghat |
Total AUM | ₹50034 Cr | ₹41442 Cr |
Funds Managed | 8 | 7 |
Franklin India Opportunities Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.26 | 3.21 |
Large Cap | 41.2 | 41.17 |
Small Cap | 36 | 44.38 |
Mid Cap | 16.54 | 11.24 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 8.39 | 4.33 |
Energy | 4.23 | 6.42 |
Communication Services | 9.89 | - |
Industrials | 8.55 | 28.03 |
Consumer Cyclical | 20.06 | 16.85 |
Consumer Defensive | 3.9 | - |
Financial Services | 10.86 | 29.12 |
Healthcare | 13.23 | - |
Technology | 8.54 | 1.43 |
Basic Materials | 8.23 | 12.59 |
Real Estate | 2.5 | 1.22 |
Utilities | 1.62 | - |
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