Compare Mutual Funds

Insights from Fund Comparison

• Both Franklin Asian Equity Fund (G) and Nippon India Taiwan Equity Fund - Direct (G) are Sectoral / Thematic, Equity schemes. Franklin Asian Equity Fund (G) is 18 yrs 7 m old and manages ₹869.62 Crs, whereas Nippon India Taiwan Equity Fund - Direct (G) is 4 yrs 7 m old with ₹1,256.27 Crs.
• Franklin Asian Equity Fund (G) is older, but Nippon India Taiwan Equity Fund - Direct (G) is larger — suggesting that while Franklin Asian Equity Fund (G) has more experience, Nippon India Taiwan Equity Fund - Direct (G) may be attracting recent investor interest.
• Franklin Asian Equity Fund (G) has its top 3 sectors in IT - Hardware (28.45%), Banks (6.68%), and Realty (4.83%), while Nippon India Taiwan Equity Fund - Direct (G) focuses on Semiconductors (26.87%), Electronic Components (25.83%), and Semiconductor Materials & Equipment (13.00%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Franklin Asian Equity Fund (G) holds Taiwan Semiconductor Manufacturing Co. Ltd (9.34%), Samsung Electronics Co. Ltd (7.09%), Call, Cash & Other Assets (6.65%), SK Hynix Inc (5.45%), and Mediatek Inc (2.85%), whereas Nippon India Taiwan Equity Fund - Direct (G) holds Triparty Repo (12.97%), MediaTek Incorporation (6.88%), Chroma Ate (6.40%), Mpi Corporation (6.35%), and Delta Electronics Inc (4.61%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Franklin Asian Equity Fund (G) has 40.50% equity and 0.00% debt, while Nippon India Taiwan Equity Fund - Direct (G) has 0.00% equity and 0.00% debt.
• Franklin Asian Equity Fund (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Franklin Asian Equity Fund (G) outperformed Nippon India Taiwan Equity Fund - Direct (G) in 6 Months, 1 Year (returns: 32.88%, 53.99% ) but underperformed in 3 Months, 3 Years, 5 Years (returns: 25.08%, 21.92%, 8.19%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.