HSBC Business Cycles Fund vs Franklin India Opportunities Fund compare

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)	₹5623 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	1.81	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

Scheme Name	Franklin India Opportunities Fund - Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	3.94%	4.95%
6 Month	4.94%	5.65%
1 Year	38.01%	36.45%
3 Year	27.92%	24.51%
5 Year	27.73%	22.91%

Scheme Name	Franklin India Opportunities Fund - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	-	-
1 Year	25.66%	27.72%
3 Year	39.27%	31.6%
5 Year	33.28%	28.67%

Scheme Name	Franklin India Opportunities Fund - Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	13.49%	11.86%
3 Year	14.89%	11.87%
5 Year	14.79%	9.57%

Scheme Name	Franklin India Opportunities Fund - Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	14.87%	13.82%
Sharp	1.27%	1.28%
Beta	0.97%	0.96%
Alpha	9.97%	5.23%

Scheme Name	Franklin India Opportunities Fund - Growth	HSBC Business Cycles Fund - Regular Growth
Name	R Janakiraman	Venugopal Manghat
Total AUM	₹50034 Cr	₹41442 Cr
Fund Manage	8	7
	Franklin India Opportunities Fund - Growth	HSBC Business Cycles Fund - Regular Growth

Scheme Name	Franklin India Opportunities Fund - Growth	HSBC Business Cycles Fund - Regular Growth
Others	7.59	2.77
Large Cap	38.03	43.45
Small Cap	40.76	43.71
Mid Cap	13.6	10.07

Scheme Name	Franklin India Opportunities Fund - Growth	HSBC Business Cycles Fund - Regular Growth
Others	7.59	1.39
Petroleum Products	2.65	-
IT - Services	0.95	-
Construction	2.7	17.05
Consumer Durables	5.04	-
Diversified FMCG	2.69	-
Banks	9.75	-
Pharmaceuticals & Biotechnology	8.84	-
Transport Services	0.58	-
IT - Software	5.11	-
Industrial Manufacturing	1.27	-
Automobiles	4.05	-
Personal Products	1.52	-
Healthcare Services	7.3	-
Industrial Products	6.55	-
Finance	0.82	-
Telecom - Services	6.53	-
Aerospace & Defense	0.62	-
Electrical Equipment	0.29	-
Financial Technology (Fintech)	2.52	-
Power	2.47	-
Chemicals & Petrochemicals	2.43	-
Retailing	6.12	-
Leisure Services	4.1	-
Auto Components	3.53	-
Capital Markets	0.99	-
Realty	0.91	-
Insurance	1.46	-
Commercial Services & Supplies	0.6	-
Energy	-	4.53
Capital Goods	-	15.45
Financial	-	17.4
Metals & Mining	-	5.53
Consumer Staples	-	2.06
Chemicals	-	2.15
Automobile	-	2.06
Services	-	18.75
Materials	-	7.58
Consumer Discretionary	-	4.3
Textiles	-	1.75