Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Special Opportunities Fund vs Franklin India Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Opportunities Fund - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

HDFC Value Fund - Growth Plan HDFC Value Fund - Growth Plan

3Y Returns18.4%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns22.13%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns18.96%

VS

Quant ESG Integration Strategy Fund Regular - Growth Quant ESG Integration Strategy Fund Regular - Growth

3Y Returns13.7%

Compare Now

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.31%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns7.01%

Compare Now

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns22.09%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns22.58%

Compare Now
Add to Cart Successfully