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Franklin India Opportunities Fund vs Tata Ethical Fund compare
Franklin India Opportunities Fund - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8380 Cr | ₹3817 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Shariah TRI |
| Turn Over | 84.04% | 11.72% |
| Expense Ratio | 1.79 | 1.93 |
| Manager | R Janakiraman | Abhinav Sharma |
| ISIN Code | INF090I01841 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.89% | -3.39% |
| 6 Month | -3.29% | -1.71% |
| 1 Year | 4.05% | -1.39% |
| 3 Year | 28.14% | 10.99% |
| 5 Year | 20.28% | 12.22% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.06% | -1.62% |
| 1 Year | 2.88% | 0.24% |
| 3 Year | 17.77% | 4.75% |
| 5 Year | 21.29% | 8.23% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.07% | 14.6% |
| 3 Year | 17.47% | 15.93% |
| 5 Year | 15.42% | 16.06% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 12.5% |
| Sharp | 1.42% | 0.53% |
| Beta | 1.02% | 0.85% |
| Alpha | 10.52% | 0.36% |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | R Janakiraman | Abhinav Sharma |
| Total AUM | ₹50034 Cr | ₹5613 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 10.91 | 8.92 |
| Large Cap | 39.57 | 49.56 |
| Small Cap | 29.94 | 11.97 |
| Mid Cap | 19.58 | 29.55 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 4.16 | 8.38 |
| Energy | 3.11 | 4.17 |
| Consumer Cyclical | 15.36 | 15.18 |
| Communication Services | 6.09 | - |
| Basic Materials | 8.79 | 11.07 |
| Healthcare | 11.71 | 12.14 |
| Financial Services | 23.16 | - |
| Industrials | 9.45 | 10.56 |
| Technology | 15.21 | 23.6 |
| Utilities | 2.49 | 3.03 |
| Real Estate | 0.46 | - |
| Consumer Defensive | - | 11.86 |
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