ICICI Prudential ESG Exclusionary Strategy Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
---|---|---|
Fund | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5948 Cr | ₹1471 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Feb 2000 | 09 Oct 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 100 ESG TRI |
Turn Over | 84.04% | 36% |
Expense Ratio | 1.8 | 2.17 |
Manager | R Janakiraman | Mittul Kalawadia |
ISIN Code | INF090I01841 | INF109KC1N75 |
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 | ICICI Prudential ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
---|---|---|
1 Month | 6.7% | 5.81% |
6 Month | -12.39% | -12.31% |
1 Year | 15.08% | 12.21% |
3 Year | 27.61% | 16.85% |
5 Year | 34.05% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
---|---|---|
6 Month | -7.36% | -3.94% |
1 Year | -11.38% | -3.43% |
3 Year | 27.69% | 18.28% |
5 Year | 26.24% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
---|---|---|
1 Year | 13.98% | 18.14% |
3 Year | 15.3% | 16.24% |
5 Year | 14.97% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
---|---|---|
Standard Deviation | 14.87% | 12.253% |
Sharp | 1.03% | 0.854% |
Beta | 1.01% | 0.811% |
Alpha | 10.23% | 6.291% |
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Fund Managers
Scheme Name | Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
---|---|---|
Name | R Janakiraman | Mittul Kalawadia |
Total AUM | ₹50034 Cr | ₹45730 Cr |
Funds Managed | 8 | 5 |
Franklin India Opportunities Fund - Growth | ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
---|---|---|
Others | 6.26 | 5.67 |
Large Cap | 41.2 | 67.52 |
Small Cap | 36 | 22.14 |
Mid Cap | 16.54 | 4.67 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
---|---|---|
Others | 8.39 | 5.67 |
Energy | 4.23 | 2.07 |
Communication Services | 9.89 | 11.26 |
Industrials | 8.55 | 8.2 |
Consumer Cyclical | 20.06 | 14.65 |
Consumer Defensive | 3.9 | 4.08 |
Financial Services | 10.86 | 25.66 |
Healthcare | 13.23 | 9.86 |
Technology | 8.54 | 8.96 |
Basic Materials | 8.23 | 5.48 |
Real Estate | 2.5 | - |
Utilities | 1.62 | 4.12 |
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