INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Chart Comparison
Overview
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Fund | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5948 Cr | ₹484 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Feb 2000 | 18 Mar 2021 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 100 ESG TRI |
Turn Over | 84.04% | 37% |
Expense Ratio | 1.8 | 2.43 |
Manager | R Janakiraman | Amit Nigam |
ISIN Code | INF090I01841 | INF205KA1304 |
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 | Invesco India ESG Integration 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 | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
1 Month | 5.95% | 3.35% |
6 Month | -12.78% | -13.98% |
1 Year | 12.39% | 5.31% |
3 Year | 25.97% | 7.76% |
5 Year | 34.62% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
6 Month | -7.36% | -8.02% |
1 Year | -11.38% | -11.44% |
3 Year | 27.69% | 11.78% |
5 Year | 26.24% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
1 Year | 13.98% | 14.12% |
3 Year | 15.3% | 13.4% |
5 Year | 14.97% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Standard Deviation | 14.87% | 13.477% |
Sharp | 1.03% | 0.302% |
Beta | 1.01% | 0.9% |
Alpha | 10.23% | -0.514% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Name | R Janakiraman | Amit Nigam |
Total AUM | ₹50034 Cr | ₹14602 Cr |
Funds Managed | 8 | 13 |
Franklin India Opportunities Fund - Growth | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Others | 6.26 | 2.77 |
Large Cap | 41.2 | 65.31 |
Small Cap | 36 | 13.55 |
Mid Cap | 16.54 | 18.36 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
---|---|---|
Others | 8.39 | 2.77 |
Energy | 4.23 | - |
Communication Services | 9.89 | 3.13 |
Industrials | 8.55 | 12.54 |
Consumer Cyclical | 20.06 | 12.44 |
Consumer Defensive | 3.9 | 1.83 |
Financial Services | 10.86 | 29.52 |
Healthcare | 13.23 | 11.64 |
Technology | 8.54 | 20.36 |
Basic Materials | 8.23 | 2.79 |
Real Estate | 2.5 | - |
Utilities | 1.62 | 2.97 |
Top Comparisons
Tata Resources & Energy Fund-Regular Plan-Growth
3Y Returns11.85%
DSP Natural Resources And New Energy Fund - Regular - Growth
3Y Returns13.62%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns18.88%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns5.59%
Franklin India Opportunities Fund - Growth
3Y Returns25.97%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns8.06%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns0%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns12.52%