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) | ₹6864 Cr | ₹777 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 | 1.83% | 2.14% |
6 Month | 1.27% | 4.74% |
1 Year | 2.96% | 6.4% |
3 Year | 34.02% | 20.9% |
5 Year | 30.73% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | 9.73% | 10.53% |
1 Year | 10.94% | 13.89% |
3 Year | 29.86% | 20.12% |
5 Year | 27.15% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 13.64% | 15.84% |
3 Year | 15.61% | 17.48% |
5 Year | 15.06% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.87% | 14.26% |
Sharp | 1.45% | 1.04% |
Beta | 1% | 0.98% |
Alpha | 11.56% | 0.77% |
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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 | 12.64 | 9.17 |
Large Cap | 48.85 | 52.08 |
Small Cap | 25.81 | 24.27 |
Mid Cap | 12.7 | 14.48 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 10.29 | 3.28 |
Energy | 6.29 | 1.96 |
Communication Services | 6.72 | 7.41 |
Industrials | 4.34 | 6.19 |
Consumer Cyclical | 15.31 | 18.16 |
Consumer Defensive | 5.33 | 5.61 |
Financial Services | 18.51 | 23.04 |
Healthcare | 10.66 | 8.41 |
Technology | 11.09 | 10.52 |
Basic Materials | 8.13 | 12.46 |
Real Estate | 2.14 | 2.22 |
Utilities | 1.18 | 0.75 |
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