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SBI Magnum Equity ESG Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5948 Cr | ₹5544 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 01 Jan 1991 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 100 ESG TRI |
| Turn Over | 84.04% | 31% |
| Expense Ratio | 1.8 | 1.94 |
| Manager | R Janakiraman | Rohit Shimpi |
| ISIN Code | INF090I01841 | INF200K01214 |
| 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 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 | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Month | 5.95% | 4.36% |
| 6 Month | -12.78% | -10.97% |
| 1 Year | 12.39% | 5.34% |
| 3 Year | 25.94% | 9.94% |
| 5 Year | 34.6% | 22.97% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 6 Month | -7.36% | -3.4% |
| 1 Year | -11.38% | -6.37% |
| 3 Year | 27.69% | 12.42% |
| 5 Year | 26.24% | 14.17% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Year | 13.98% | 12.48% |
| 3 Year | 15.3% | 12.47% |
| 5 Year | 14.97% | 12.9% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 12.36% |
| Sharp | 1.03% | 0.31% |
| Beta | 1.01% | 0.89% |
| Alpha | 10.23% | 0.45% |
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Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Name | R Janakiraman | Rohit Shimpi |
| Total AUM | ₹50034 Cr | ₹15441 Cr |
| Funds Managed | 8 | 6 |
| Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 6.26 | 3.61 |
| Large Cap | 41.2 | 78.49 |
| Small Cap | 36 | 4.72 |
| Mid Cap | 16.54 | 13.18 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 8.39 | 1.41 |
| Energy | 4.23 | 3.23 |
| Communication Services | 9.89 | - |
| Industrials | 8.55 | 12.68 |
| Consumer Cyclical | 20.06 | 15.84 |
| Consumer Defensive | 3.9 | 3.45 |
| Financial Services | 10.86 | 33.34 |
| Healthcare | 13.23 | 3.57 |
| Technology | 8.54 | 19.43 |
| Basic Materials | 8.23 | 5.43 |
| Real Estate | 2.5 | - |
| Utilities | 1.62 | 1.63 |
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