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) | ₹5948 Cr | ₹3334 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 | 1.8 | 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 | 2.09% | 2.06% |
6 Month | -4.04% | -0.78% |
1 Year | 4.26% | -6.37% |
3 Year | 34.88% | 24.39% |
5 Year | 31.53% | 27.76% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | 7.45% | 7.78% |
1 Year | 5.1% | 1.68% |
3 Year | 29.07% | 18.77% |
5 Year | 26.62% | 21.3% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 13.64% | 13.52% |
3 Year | 15.61% | 15.91% |
5 Year | 15.06% | 15.62% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 14.87% | 16.395% |
Sharp | 1.45% | 0.801% |
Beta | 1% | - |
Alpha | 11.56% | - |
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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 | 7.11 | 4.64 |
Large Cap | 52.76 | 75.46 |
Small Cap | 27.2 | 11.46 |
Mid Cap | 12.92 | 8.44 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 7.11 | 4.64 |
Petroleum Products | 6.58 | - |
IT - Services | 0.79 | - |
Construction | 0.86 | - |
Consumer Durables | 2.3 | - |
Diversified FMCG | 4.12 | - |
Banks | 12.16 | - |
Pharmaceuticals & Biotechnology | 5.85 | - |
Transport Services | 2.19 | - |
IT - Software | 8.43 | - |
Industrial Manufacturing | 1.44 | - |
Automobiles | 5.73 | - |
Personal Products | 1.62 | - |
Healthcare Services | 5.06 | - |
Industrial Products | 4.14 | - |
Finance | 2.35 | - |
Telecom - Services | 5.63 | - |
Financial Technology (Fintech) | 2.09 | - |
Cement & Cement Products | 1.52 | - |
Realty | 2.15 | - |
Fertilizers & Agrochemicals | 1.99 | - |
Chemicals & Petrochemicals | 2.06 | - |
Retailing | 4.3 | - |
Leisure Services | 4.71 | - |
Auto Components | 1.06 | - |
Power | 1.33 | - |
Insurance | 2.42 | - |
Consumer Cyclical | - | 79.46 |
Industrials | - | 15.9 |
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