Compare Mutual Funds

Insights from Fund Comparison

• Both ICICI Pru US Bluechip Equity Fund (G) and Franklin India Opportunities Fund - Direct (IDCW) are Sectoral / Thematic, Equity schemes. ICICI Pru US Bluechip Equity Fund (G) is 13 yrs 10 m old and manages ₹3,607.42 Crs, whereas Franklin India Opportunities Fund - Direct (IDCW) is 13 yrs 4 m old with ₹8,534.74 Crs.
• Both funds are fairly comparable in terms of age and size.
• ICICI Pru US Bluechip Equity Fund (G) has its top 3 sectors in Application Software (8.72%), Consumer Non Durables (6.51%), and Software (5.27%), while Franklin India Opportunities Fund - Direct (IDCW) focuses on Banks (12.46%), Pharmaceuticals (7.94%), and IT - Software (7.36%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• ICICI Pru US Bluechip Equity Fund (G) holds NXP Semiconductors NV (3.44%), Kenvue Inc (2.63%), The Clorox Company (2.55%), United Parcel Service Inc (2.54%), and Constellation Brands Inc (2.51%), whereas Franklin India Opportunities Fund - Direct (IDCW) holds Call, Cash & Other Assets (10.37%), Reliance Industries Ltd (5.15%), Hindustan Aeronautics Ltd (4.94%), Shriram Finance Ltd (4.07%), and Axis Bank Ltd (3.88%).
• 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, ICICI Pru US Bluechip Equity Fund (G) has 0.00% equity and 0.00% debt, while Franklin India Opportunities Fund - Direct (IDCW) has 85.50% equity and 0.29% debt.
• Franklin India Opportunities Fund - Direct (IDCW) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• ICICI Pru US Bluechip Equity Fund (G) outperformed Franklin India Opportunities Fund - Direct (IDCW) in 6 Months, 1 Year (returns: 5.94%, 20.27% ) but underperformed in 3 Months, 3 Years, 5 Years (returns: -2.22%, 14.79%, 10.90%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.