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 Risk | Very High Risk |
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 | -6.18% | -2.57% |
6 Month | -12.17% | -13.02% |
1 Year | 12.76% | -0.96% |
3 Year | 24.93% | 12.86% |
5 Year | 24.6% | 16.21% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -7.49% | -10.54% |
3 Year | 27.78% | 11.07% |
5 Year | 26.88% | 14.86% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.14% | 17.52% |
3 Year | 15.15% | 18.26% |
5 Year | 14.91% | 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 | 1.12% | 0.601% |
Beta | 0.99% | - |
Alpha | 10.24% | - |
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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 |
Fund Manage | 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 | 7.59 | -0.05 |
Large Cap | 38.03 | 93.27 |
Small Cap | 40.76 | - |
Mid Cap | 13.6 | 6.78 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
---|---|---|
Others | 7.59 | -0.05 |
Petroleum Products | 2.65 | 1.84 |
IT - Services | 0.95 | - |
Construction | 2.7 | 1.12 |
Consumer Durables | 5.04 | 3.4 |
Diversified FMCG | 2.69 | 9.79 |
Banks | 9.75 | 6.54 |
Pharmaceuticals & Biotechnology | 8.84 | 16.77 |
Transport Services | 0.58 | - |
IT - Software | 5.11 | 10.96 |
Industrial Manufacturing | 1.27 | - |
Automobiles | 4.05 | 5.59 |
Personal Products | 1.52 | - |
Healthcare Services | 7.3 | 6.02 |
Industrial Products | 6.55 | - |
Finance | 0.82 | 2.84 |
Telecom - Services | 6.53 | 1.63 |
Aerospace & Defense | 0.62 | 1.15 |
Electrical Equipment | 0.29 | - |
Financial Technology (Fintech) | 2.52 | - |
Power | 2.47 | 1.89 |
Chemicals & Petrochemicals | 2.43 | - |
Retailing | 6.12 | 1.05 |
Leisure Services | 4.1 | - |
Auto Components | 3.53 | - |
Capital Markets | 0.99 | - |
Realty | 0.91 | - |
Insurance | 1.46 | 1.83 |
Commercial Services & Supplies | 0.6 | - |
Ferrous Metals | - | 2 |
Non - Ferrous Metals | - | 0.93 |
Cement & Cement Products | - | 2.11 |
Agricultural Food & other Products | - | 4.57 |
Oil | - | 0.93 |
Food Products | - | 14.32 |
Metals & Minerals Trading | - | 0.93 |
Consumable Fuels | - | 0.86 |
Transport Infrastructure | - | 0.98 |
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