Franklin India Opportunities Fund vs Sundaram Services Fund Regular Plan compare
Franklin India Opportunities Fund - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Fund | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5948 Cr | ₹3793 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 21 Feb 2000 | 01 Sep 2018 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY Service Sector TRI |
Turn Over | 84.04% | 29% |
Expense Ratio | 1.8 | 1.94 |
Manager | R Janakiraman | Rohit Seksaria |
ISIN Code | INF090I01841 | INF903JA1EX7 |
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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | 4.22% | 6.15% |
6 Month | -3.57% | 0.55% |
1 Year | 8.9% | 14.49% |
3 Year | 29.65% | 17.36% |
5 Year | 31.33% | 26.89% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 0.67% | 4.73% |
1 Year | -4.3% | 7.76% |
3 Year | 29.29% | 18.91% |
5 Year | 26.86% | 20.32% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.98% | 20.46% |
3 Year | 15.3% | 22.46% |
5 Year | 14.97% | 21.59% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.87% | 13.733% |
Sharp | 1.08% | 0.606% |
Beta | 1.01% | - |
Alpha | 11.18% | - |
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Fund Managers
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Name | R Janakiraman | Rohit Seksaria |
Total AUM | ₹50034 Cr | ₹0 Cr |
Funds Managed | 8 | 15 |
Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 9.46 | 9.97 |
Large Cap | 43.97 | 50.92 |
Small Cap | 31.26 | 28.8 |
Mid Cap | 15.31 | 10.3 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 11.49 | 6.38 |
Energy | 4.32 | 5.11 |
Communication Services | 9.09 | 15.5 |
Industrials | 6.9 | 5.77 |
Consumer Cyclical | 19.47 | 12.78 |
Consumer Defensive | 3.74 | - |
Financial Services | 13.37 | 37.21 |
Healthcare | 11.56 | 7.46 |
Technology | 7.97 | 7.92 |
Basic Materials | 8.49 | - |
Real Estate | 2.22 | 1.87 |
Utilities | 1.37 | - |
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