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Franklin India Opportunities Fund vs SBI Equity Minimum Variance Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

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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 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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