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SBI Equity Minimum Variance Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Chart Comparison
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) | ₹5948 Cr | ₹214 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 19 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 | 1.8 | 0.75 |
| Manager | R Janakiraman | Pradeep Kesavan |
| ISIN Code | INF090I01841 | INF200KA1A48 |
| 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 | SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.7% | 5.6% |
| 6 Month | -12.39% | -15.82% |
| 1 Year | 15.08% | 0.41% |
| 3 Year | 27.59% | 13.87% |
| 5 Year | 34.04% | 23.73% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.27% | -2.56% |
| 1 Year | -8.83% | -8.79% |
| 3 Year | 28.47% | 11.47% |
| 5 Year | 26.68% | 14.5% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.98% | 17.52% |
| 3 Year | 15.3% | 18.26% |
| 5 Year | 14.97% | 18.14% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 13.168% |
| Sharp | 1.03% | 0.601% |
| Beta | 1.01% | - |
| Alpha | 10.23% | - |
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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 |
| Funds Managed | 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 | 6.26 | 1.16 |
| Large Cap | 41.2 | 92.34 |
| Small Cap | 36 | - |
| Mid Cap | 16.54 | 6.5 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.39 | 0.12 |
| Energy | 4.23 | 4.95 |
| Communication Services | 9.89 | 1.55 |
| Industrials | 8.55 | 2.9 |
| Consumer Cyclical | 20.06 | 7.97 |
| Consumer Defensive | 3.9 | 29.22 |
| Financial Services | 10.86 | 12.12 |
| Healthcare | 13.23 | 20.81 |
| Technology | 8.54 | 12.36 |
| Basic Materials | 8.23 | 6.06 |
| Real Estate | 2.5 | - |
| Utilities | 1.62 | 1.95 |
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