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) | ₹7766 Cr | ₹825 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 | 4.42% | 3.56% |
| 6 Month | 11.72% | 12.52% |
| 1 Year | 7.73% | 8.92% |
| 3 Year | 30.67% | 18.74% |
| 5 Year | 28.18% | 20.99% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.51% | 2.33% |
| 1 Year | 10.86% | 13.31% |
| 3 Year | 23.59% | 16.74% |
| 5 Year | 23.71% | 15.86% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.05% | 13.58% |
| 3 Year | 16.11% | 17.62% |
| 5 Year | 15.23% | - |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.87% | 13.40% |
| Sharp | 1.38% | 0.83% |
| Beta | 1.01% | 0.98% |
| Alpha | 10.54% | 1.90% |
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 | 11.95 | 13.32 |
| Large Cap | 44.12 | 51.97 |
| Small Cap | 28.36 | 22.53 |
| Mid Cap | 15.57 | 12.18 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.29 | 2.9 |
| Energy | 4.34 | 1.77 |
| Consumer Cyclical | 20.07 | 19.08 |
| Industrials | 4.42 | 9.61 |
| Consumer Defensive | 1.74 | 5.01 |
| Financial Services | 18.85 | 24.31 |
| Basic Materials | 9.66 | 11.61 |
| Healthcare | 12.76 | 7.41 |
| Technology | 11.87 | 8.29 |
| Communication Services | 5.71 | 7.32 |
| Real Estate | 0.5 | 2.07 |
| Utilities | 2.78 | 0.62 |
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