Franklin India Opportunities Fund vs SBI Equity Minimum Variance Fund compare
Franklin India Opportunities Fund - Growth
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5948 Cr | ₹214 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Feb 2000 | 19 Mar 2019 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 50 TRI |
Turn Over | 84.04% | 37% |
Expense Ratio | 1.8 | 0.75 |
Manager | R Janakiraman | Pradeep Kesavan |
ISIN Code | INF090I01841 | INF200KA1A48 |
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 | SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6.7% | 5.6% |
6 Month | -12.39% | -15.82% |
1 Year | 15.08% | 0.41% |
3 Year | 27.59% | 13.87% |
5 Year | 34.04% | 23.73% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
6 Month | -7.36% | -3.65% |
1 Year | -11.38% | -10.3% |
3 Year | 27.69% | 10.96% |
5 Year | 26.24% | 14.23% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.98% | 17.52% |
3 Year | 15.3% | 18.26% |
5 Year | 14.97% | 18.14% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.87% | 13.168% |
Sharp | 1.03% | 0.601% |
Beta | 1.01% | - |
Alpha | 10.23% | - |
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Fund Managers
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Name | R Janakiraman | Pradeep Kesavan |
Total AUM | ₹50034 Cr | ₹434274 Cr |
Funds Managed | 8 | 43 |
Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Others | 6.26 | 1.16 |
Large Cap | 41.2 | 92.34 |
Small Cap | 36 | - |
Mid Cap | 16.54 | 6.5 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Others | 8.39 | 0.12 |
Energy | 4.23 | 4.95 |
Communication Services | 9.89 | 1.55 |
Industrials | 8.55 | 2.9 |
Consumer Cyclical | 20.06 | 7.97 |
Consumer Defensive | 3.9 | 29.22 |
Financial Services | 10.86 | 12.12 |
Healthcare | 13.23 | 20.81 |
Technology | 8.54 | 12.36 |
Basic Materials | 8.23 | 6.06 |
Real Estate | 2.5 | - |
Utilities | 1.62 | 1.95 |
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