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) ₹5623 Cr ₹219 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 1.81 0.74
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 3.94% -0.59%
6 Month 4.94% -2.18%
1 Year 38.01% 10.35%
3 Year 27.92% 14.58%
5 Year 27.73% 17.6%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
6 Month - -
1 Year 25.66% -0.93%
3 Year 39.27% 15.09%
5 Year 33.28% 17.44%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
1 Year 13.49% 18.65%
3 Year 14.89% 18.46%
5 Year 14.79% 18.79%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth
Standard Deviation 14.87% 11.9%
Sharp 1.27% 1.05%
Beta 0.97% 0.89%
Alpha 9.97% 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 7.59 7.5
Large Cap 38.03 91.39
Small Cap 40.76 -
Mid Cap 13.6 1.11

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Others 7.59 0.21
Petroleum Products 2.65 -
IT - Services 0.95 -
Construction 2.7 0.98
Consumer Durables 5.04 -
Diversified FMCG 2.69 -
Banks 9.75 -
Pharmaceuticals & Biotechnology 8.84 -
Transport Services 0.58 -
IT - Software 5.11 -
Industrial Manufacturing 1.27 -
Automobiles 4.05 -
Personal Products 1.52 -
Healthcare Services 7.3 -
Industrial Products 6.55 -
Finance 0.82 -
Telecom - Services 6.53 -
Aerospace & Defense 0.62 -
Electrical Equipment 0.29 -
Financial Technology (Fintech) 2.52 -
Power 2.47 -
Chemicals & Petrochemicals 2.43 -
Retailing 6.12 -
Leisure Services 4.1 -
Auto Components 3.53 -
Capital Markets 0.99 -
Realty 0.91 -
Insurance 1.46 1.8
Commercial Services & Supplies 0.6 -
Energy - 5.22
Technology - 10.8
Metals & Mining - 3.39
Materials - 4.63
Consumer Staples - 28.94
Financial - 9.1
Healthcare - 22.43
Automobile - 6.54
Consumer Discretionary - 0.86
Communication - 2.93
Services - 2.17

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