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	-5.07%	-8.86%
6 Month	-2.41%	-3.84%
1 Year	25.9%	21.33%
3 Year	25.36%	18.89%
5 Year	26.23%	19.59%

Scheme Name	Franklin India Opportunities Fund - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	-	-
1 Year	11.82%	7.65%
3 Year	34.94%	25.3%
5 Year	30.77%	24.99%

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	1.22%	1.28%
Beta	0.97%	0.96%
Alpha	10.85%	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	3.42
Large Cap	38.03	39.79
Small Cap	40.76	46.28
Mid Cap	13.6	10.51

Scheme Name	Franklin India Opportunities Fund - Growth	HSBC Business Cycles Fund - Regular Growth
Others	7.59	3.42
Petroleum Products	2.65	3.69
IT - Services	0.95	-
Construction	2.7	13.49
Consumer Durables	5.04	5.35
Diversified FMCG	2.69	-
Banks	9.75	11.28
Pharmaceuticals & Biotechnology	8.84	-
Transport Services	0.58	-
IT - Software	5.11	-
Industrial Manufacturing	1.27	2.2
Automobiles	4.05	1.2
Personal Products	1.52	-
Healthcare Services	7.3	-
Industrial Products	6.55	6.76
Finance	0.82	5.68
Telecom - Services	6.53	-
Aerospace & Defense	0.62	3.03
Electrical Equipment	0.29	5.31
Financial Technology (Fintech)	2.52	2.78
Power	2.47	-
Chemicals & Petrochemicals	2.43	2.79
Retailing	6.12	6.73
Leisure Services	4.1	0.98
Auto Components	3.53	2.09
Capital Markets	0.99	7.84
Realty	0.91	1.65
Insurance	1.46	-
Commercial Services & Supplies	0.6	-
Non - Ferrous Metals	-	0.93
Paper, Forest & Jute Products	-	2.36
Gas	-	2.58
Ferrous Metals	-	0.81
Cement & Cement Products	-	3.1
Fertilizers & Agrochemicals	-	1.67
Textiles & Apparels	-	2.28