SBI Magnum Equity ESG 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 ESG Exclusionary Strategy 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 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) ₹5623 Cr ₹5750 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 1.81 1.93
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 -5.07% -3.37%
6 Month -2.41% -5.5%
1 Year 25.9% 9.9%
3 Year 25.36% 10.14%
5 Year 26.23% 14.4%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
6 Month - -
1 Year 11.82% 3.42%
3 Year 34.94% 14.73%
5 Year 30.77% 16.2%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
1 Year 13.49% 12.33%
3 Year 14.89% 12.54%
5 Year 14.79% 12.77%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Standard Deviation 14.87% 12.36%
Sharp 1.22% 0.34%
Beta 0.97% 0.87%
Alpha 10.85% 0.81%

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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
Fund Manage 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 7.59 3.92
Large Cap 38.03 75.85
Small Cap 40.76 5.74
Mid Cap 13.6 14.49

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Others 7.59 3.92
Petroleum Products 2.65 2.69
IT - Services 0.95 1.72
Construction 2.7 4.61
Consumer Durables 5.04 2.76
Diversified FMCG 2.69 2.37
Banks 9.75 29.34
Pharmaceuticals & Biotechnology 8.84 2.56
Transport Services 0.58 -
IT - Software 5.11 15.42
Industrial Manufacturing 1.27 -
Automobiles 4.05 6.82
Personal Products 1.52 -
Healthcare Services 7.3 1.35
Industrial Products 6.55 2.57
Finance 0.82 1.75
Telecom - Services 6.53 -
Aerospace & Defense 0.62 -
Electrical Equipment 0.29 4.01
Financial Technology (Fintech) 2.52 -
Power 2.47 1.67
Chemicals & Petrochemicals 2.43 -
Retailing 6.12 1.42
Leisure Services 4.1 1.14
Auto Components 3.53 2.78
Capital Markets 0.99 0.54
Realty 0.91 -
Insurance 1.46 2.81
Commercial Services & Supplies 0.6 -
Non - Ferrous Metals - 2.01
Agricultural, Commercial & Construction Vehicles - 0.69
Cement & Cement Products - 3.37
Textiles & Apparels - 1.68

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