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
| 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 | Average |
| Asset Size (Cr) | ₹4576 Cr | ₹5876 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Feb 2000 | 11 Jan 2006 |
| 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 | 1.87 | 1.92 |
| Manager | R Janakiraman | Rohit Shimpi |
| ISIN Code | INF090I01841 | INF200K01214 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit load of 1% if redeemed within 1 year/365 |
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 1 Month | -4.93% | -4.98% |
| 6 Month | 5.69% | 5.78% |
| 1 Year | 47.82% | 22.93% |
| 3 Year | 23.92% | 10.12% |
| 5 Year | 26.81% | 15.45% |
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 34.03% | 17.93% |
| 3 Year | 39.6% | 18.58% |
| 5 Year | 33.31% | 18.57% |
| 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% |
| Scheme Name | Franklin India Opportunities Fund - Growth | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 12.36% |
| Sharp | 1.19% | 0.42% |
| Beta | 0.97% | 0.86% |
| Alpha | 9.72% | 0.57% |
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| 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 |
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 10.97 | 4.96 |
| Large Cap | 36.15 | 71.89 |
| Small Cap | 43.6 | 3.99 |
| Mid Cap | 9.26 | 19.16 |
| Scheme Name |
Franklin India Opportunities Fund - Growth |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
|---|---|---|
| Others | 5.98 | 2.84 |
| Energy | 6.18 | 3.49 |
| Technology | 5.96 | 15.22 |
| Metals & Mining | 3.34 | 2.37 |
| Construction | 3.01 | 5.38 |
| Financial | 7.34 | 31.86 |
| Automobile | 8.9 | 10.78 |
| Healthcare | 9.45 | 1.95 |
| Capital Goods | 19.93 | 10.79 |
| Services | 12.88 | 2.55 |
| Chemicals | 3.64 | - |
| Consumer Discretionary | 6.32 | 1.06 |
| Communication | 6.23 | - |
| Materials | 0.82 | 5.32 |
| Consumer Staples | - | 2.74 |
| Textiles | - | 1.92 |
| Insurance | - | 1.73 |
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