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Franklin India Opportunities Fund vs UTI compare
Franklin India Opportunities Fund - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7200 Cr | ₹3589 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 30 Jul 2005 |
| Category | Other Themes | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 84.04% | 14% |
| Expense Ratio | 1.79 | 1.96 |
| Manager | R Janakiraman | Sachin Trivedi |
| ISIN Code | INF090I01841 | INF789F01299 |
| 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 | UTI Transportation and Logistics Fund - 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 | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -1.03% | 0.55% |
| 6 Month | 5.29% | 7.12% |
| 1 Year | 0.51% | -0.17% |
| 3 Year | 30.48% | 20.7% |
| 5 Year | 29.69% | 25.89% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 6.54% | 8.51% |
| 1 Year | 5.87% | 7.81% |
| 3 Year | 26.93% | 19.1% |
| 5 Year | 25.45% | 21.12% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 13.31% | 13.18% |
| 3 Year | 15.86% | 16.2% |
| 5 Year | 15.16% | 15.92% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 16.16% |
| Sharp | 1.62% | 0.88% |
| Beta | 1.01% | - |
| Alpha | 10.35% | - |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | R Janakiraman | Sachin Trivedi |
| Total AUM | ₹50034 Cr | ₹7301 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 7.32 | 4.07 |
| Large Cap | 51.22 | 72.71 |
| Small Cap | 26.35 | 13.41 |
| Mid Cap | 15.1 | 9.81 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 5.1 | 4.07 |
| Energy | 6.33 | - |
| Consumer Cyclical | 18.52 | 78.75 |
| Industrials | 4.27 | 17.18 |
| Consumer Defensive | 4.94 | - |
| Financial Services | 17.94 | - |
| Basic Materials | 8.68 | - |
| Healthcare | 12.34 | - |
| Technology | 9.85 | - |
| Communication Services | 6.9 | - |
| Real Estate | 2.17 | - |
| Utilities | 2.95 | - |
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