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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) | ₹7200 Cr | ₹4429 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 | 1.79 | 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 | -1.03% | -4.1% |
| 6 Month | 5.29% | 5.91% |
| 1 Year | 0.51% | 11.5% |
| 3 Year | 30.48% | 18.53% |
| 5 Year | 29.69% | 25.11% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.54% | 5.01% |
| 1 Year | 5.87% | 9.02% |
| 3 Year | 26.93% | 17.75% |
| 5 Year | 25.45% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.31% | 18.83% |
| 3 Year | 15.86% | 22.01% |
| 5 Year | 15.16% | 21.89% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 12.53% |
| Sharp | 1.62% | 0.96% |
| Beta | 1.01% | 0.91% |
| Alpha | 10.35% | 6.26% |
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 | 7.32 | 13.02 |
| Large Cap | 51.22 | 51.38 |
| Small Cap | 26.35 | 28.11 |
| Mid Cap | 15.1 | 7.48 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.1 | 6.48 |
| Energy | 6.33 | 5.19 |
| Consumer Cyclical | 18.52 | 12.41 |
| Industrials | 4.27 | 6.04 |
| Consumer Defensive | 4.94 | - |
| Financial Services | 17.94 | 37.98 |
| Basic Materials | 8.68 | - |
| Healthcare | 12.34 | 7.99 |
| Technology | 9.85 | 6.65 |
| Communication Services | 6.9 | 15.64 |
| Real Estate | 2.17 | 1.61 |
| Utilities | 2.95 | - |
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