Franklin India Opportunities Fund vs Tata Ethical Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2135 Cr ₹2197 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2000 24 May 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 2.15 2.02
Manager R Janakiraman Abhinav Sharma
ISIN Code INF090I01841 INF277K01956
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 0.50% if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month 5.97% 4.84%
6 Month 32.38% 17.95%
1 Year 73.5% 35.07%
3 Year 31.08% 17.88%
5 Year 27.62% 22.42%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month - -
1 Year 30.85% 14.81%
3 Year 74.63% 31.9%
5 Year 126.93% 69.56%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 32.18% 22.58%
3 Year 87.96% 52.72%
5 Year 140.44% 75.06%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 14.87% 12.5%
Sharp 1.45% 0.77%
Beta 0.96% 0.88%
Alpha 10.04% 1.55%

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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
Fund Manage 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 10.97 7.3
Large Cap 36.15 44.12
Small Cap 43.6 13.97
Mid Cap 9.26 34.61

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 5.98 6.24
Communication 6.23 1.22
Financial 7.34 -
Services 12.88 1.22
Energy 6.18 4.5
Capital Goods 19.93 14.79
Consumer Discretionary 6.32 2.33
Construction 3.01 -
Healthcare 9.45 10.15
Chemicals 3.64 6.1
Automobile 8.9 3.17
Metals & Mining 3.34 3.57
Technology 5.96 22.83
Materials 0.82 9.23
Consumer Staples - 10.41
Textiles - 2.19
Diversified - 2.05

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