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

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tortoise-icon Franklin India Opportunities Fund - Growth

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

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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) ₹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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