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) ₹2135 Cr ₹686 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 05 Feb 2000 23 Oct 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI S&P BSE 500 TRI
Turn Over 84.04% 72%
Expense Ratio 2.15 2.38
Manager R Janakiraman Dhaval Joshi
ISIN Code INF090I01841 INF209KB1T46
Exits Load Exit load of 1% if redeemed within 1 year/365 1% for redemption within 30 days/365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month 6.96% 4.76%
6 Month 33.06% 17.85%
1 Year 75.86% 42.05%
3 Year 31.01% 18.22%
5 Year 27.62% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 30.85% 17.49%
3 Year 74.63% 37.16%
5 Year 126.93% 47.11%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 32.18% 17.85%
3 Year 87.96% 46.18%
5 Year 140.44% 50.78%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 14.87% 13.56%
Sharp 1.45% 0.81%
Beta 0.96% 0.71%
Alpha 9.71% 2.4%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 10.97 4.78
Large Cap 36.15 54.41
Small Cap 43.6 22.87
Mid Cap 9.26 17.96

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

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

Others 5.98 2.16
Communication 6.23 7.22
Financial 7.34 24.04
Services 12.88 7.94
Energy 6.18 2.15
Capital Goods 19.93 2.67
Consumer Discretionary 6.32 3.11
Construction 3.01 3.99
Healthcare 9.45 8.8
Chemicals 3.64 2.77
Automobile 8.9 9.34
Metals & Mining 3.34 3.85
Technology 5.96 9.59
Materials 0.82 4.89
Consumer Staples - 5.34
Insurance - 1.3
Textiles - 0.86

Top Comparisons

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns24.64%

VS

HDFC Focused 30 Fund - GROWTH PLAN HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns29%

Compare Now

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns39.91%

VS

LIC MF Infrastructure Fund-Regular Plan-Growth LIC MF Infrastructure Fund-Regular Plan-Growth

3Y Returns39.91%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns26.31%

VS

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns21.55%

Compare Now

ICICI Prudential Passive Strategy Fund (FOF) - Growth ICICI Prudential Passive Strategy Fund (FOF) - Growth

3Y Returns19.7%

VS

Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully