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) | ₹7376 Cr | ₹800 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 | -1.62% | -1.34% |
6 Month | 12.53% | 11.05% |
1 Year | 2.63% | 4.56% |
3 Year | 28.99% | 16.68% |
5 Year | 29.08% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | 4.63% | 4.64% |
1 Year | 6.58% | 7.31% |
3 Year | 26.28% | 17.26% |
5 Year | 25.04% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 13.31% | 14.41% |
3 Year | 15.86% | 17.71% |
5 Year | 15.16% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.87% | 13.60% |
Sharp | 1.47% | 0.81% |
Beta | 1.02% | 0.98% |
Alpha | 11.43% | 1.19% |
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 | 10.27 | 11.26 |
Large Cap | 44.8 | 50.46 |
Small Cap | 27.99 | 23.56 |
Mid Cap | 16.94 | 14.72 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 6.31 | 2.49 |
Energy | 5.1 | 1.86 |
Consumer Cyclical | 18.45 | 18.26 |
Industrials | 4.14 | 9.47 |
Consumer Defensive | 1.83 | 5.35 |
Financial Services | 19.78 | 22.22 |
Basic Materials | 9.22 | 12.02 |
Healthcare | 14.12 | 8.84 |
Technology | 11.61 | 8.98 |
Communication Services | 5.73 | 7.41 |
Real Estate | 0.84 | 2.4 |
Utilities | 2.87 | 0.69 |
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