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) | ₹7509 Cr | ₹805 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 | 4.11% | 5.18% |
6 Month | 21.28% | 19.87% |
1 Year | 0.89% | 1.95% |
3 Year | 29.15% | 18.55% |
5 Year | 28.59% | - |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | 6.07% | 6.94% |
1 Year | 15.91% | 17.59% |
3 Year | 27.71% | 19.54% |
5 Year | 25.69% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 13.31% | 14.41% |
3 Year | 15.86% | 17.71% |
5 Year | 15.16% | - |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.87% | 13.58% |
Sharp | 1.33% | 0.71% |
Beta | 1.01% | 0.98% |
Alpha | 11.25% | 1.86% |
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 | 10.77 | 13.76 |
Large Cap | 44.29 | 50.13 |
Small Cap | 29.26 | 22.69 |
Mid Cap | 15.68 | 13.42 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 6.11 | 1.72 |
Energy | 4.47 | 1.81 |
Consumer Cyclical | 19.93 | 19.02 |
Industrials | 4.4 | 10.9 |
Consumer Defensive | 1.9 | 5.14 |
Financial Services | 19.13 | 21.78 |
Basic Materials | 9.15 | 11.55 |
Healthcare | 13.46 | 8.35 |
Technology | 12.15 | 8.82 |
Communication Services | 5.85 | 8.12 |
Real Estate | 0.69 | 2.14 |
Utilities | 2.76 | 0.64 |
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