SBI Equity Minimum Variance Fund vs Franklin India Opportunities 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 Very High
Asset Size (Cr) ₹4576 Cr ₹202 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2000 02 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 1.87 0.74
Manager R Janakiraman Pradeep Kesavan
ISIN Code INF090I01841 INF200KA1A48
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 0.5% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Month 5.37% 1.68%
6 Month 37.27% 14.11%
1 Year 67.11% 36.55%
3 Year 29.12% 18.47%
5 Year 30.13% 21.6%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month - -
1 Year 30.85% 13.14%
3 Year 74.63% 35.05%
5 Year 126.93% 68.23%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Year 32.18% 20.8%
3 Year 87.96% 50.96%
5 Year 140.44% 70.87%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
Standard Deviation 14.87% 11.9%
Sharp 1.41% 1.05%
Beta 0.98% 0.89%
Alpha 10.03% 3.35%

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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 10.97 7.5
Large Cap 36.15 91.39
Small Cap 43.6 -
Mid Cap 9.26 1.11

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Others 5.98 0.21
Energy 6.18 5.22
Technology 5.96 10.8
Metals & Mining 3.34 3.39
Construction 3.01 0.98
Financial 7.34 9.1
Automobile 8.9 6.54
Healthcare 9.45 22.43
Capital Goods 19.93 -
Services 12.88 2.17
Chemicals 3.64 -
Consumer Discretionary 6.32 0.86
Communication 6.23 2.93
Materials 0.82 4.63
Consumer Staples - 28.94
Insurance - 1.8

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