Aditya Birla Sun Life Special Opportunities Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8189 Cr | ₹896 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 21 Feb 2000 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 84.04% | 72% |
| Expense Ratio | 1.79 | 2.4 |
| Manager | R Janakiraman | Dhaval Joshi |
| ISIN Code | INF090I01841 | INF209KB1T46 |
| 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 | Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.47% | -1.61% |
| 6 Month | 2.54% | 9.12% |
| 1 Year | -0.82% | 8.49% |
| 3 Year | 28.21% | 18.9% |
| 5 Year | 23.15% | 17.86% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.42% | 4.93% |
| 1 Year | 12.55% | 24.18% |
| 3 Year | 22.06% | 19.63% |
| 5 Year | 22.9% | 17.36% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.47% | 12.75% |
| 3 Year | 17.4% | 17.87% |
| 5 Year | 15.39% | 20.09% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.87% | 13.48% |
| Sharp | 1.34% | 0.86% |
| Beta | 1.02% | 1.00% |
| Alpha | 10.53% | 3.02% |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | R Janakiraman | Dhaval Joshi |
| Total AUM | ₹50034 Cr | ₹361932 Cr |
| Funds Managed | 8 | 55 |
| Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 10.94 | 19.66 |
| Large Cap | 45.69 | 50.48 |
| Small Cap | 27.76 | 22.11 |
| Mid Cap | 15.61 | 7.75 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.57 | 4.26 |
| Energy | 3.02 | 1.88 |
| Consumer Cyclical | 16.82 | 16.43 |
| Industrials | 4.35 | 9.2 |
| Consumer Defensive | 1.62 | 6.37 |
| Financial Services | 24.53 | 26.83 |
| Basic Materials | 8.66 | 9.26 |
| Healthcare | 13 | 5.49 |
| Technology | 12.83 | 10.79 |
| Communication Services | 5.45 | 7.58 |
| Utilities | 2.61 | 0 |
| Real Estate | 0.55 | 1.91 |
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