Pros | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Larger AUM within category. | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | - | 1/40 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 12 Years | 6 Years | ||
Fund Size | 7376 Cr | 29718 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.52% | 0.63% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 59 | 81 | ||
Top 5 Holdings | HDFC Bank Ltd (5.59%) Reliance Industries Ltd (5.1%) Axis Bank Ltd (4.27%) Eternal Ltd (3.98%) Mphasis Ltd (3.08%) | Axis Bank Ltd (6.85%) Infosys Ltd (5.81%) Sun Pharmaceuticals Industries Ltd (5.41%) Reliance Industries Ltd (5%) Larsen & Toubro Ltd (4.42%) | ||
No of Sectors | 11 | 11 | ||
Top 3 Sectors | Financial Services (21.11%) Consumer Cyclical (19.7%) Health (15.07%) | Financial Services (31.61%) Health (12.58%) Energy (8.58%) | ||
Equity % | 93.69% | 93.66% | ||
Debt % | - | - | ||
P/E | 31.09 | 21.2 | ||
P/B | 3.86 | 2.94 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.18% | 0.05% | ||
3-Month Return | 3.62% | 0.44% | ||
6-Month Return | 16.43% | 10.91% | ||
1-Year Return | 1.41% | 2.75% | ||
3-Year Return | 30.49% | 24.07% | ||
5-Year Return | 29.83% | 30.33% |
Sharpe | 1.48 | 1.49 | ||
Alpha | 12.81 | 9.01 | ||
Beta | 1.02 | 0.82 | ||
Standard Deviation | 15.68 | 11.67 | ||
Information Ratio | 2.01 | 1.86 |
Description | Franklin India Opportunities Fund - Direct - Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential India Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Kiran Sebastian,R. Janakiraman,Sandeep Manam | Sankaran Naren,Divya Jain,Sharmila D’mello,Roshan Chutkey |