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Franklin India Opportunities Fund vs UTI compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-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 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 7.25% 9.66%
6 Month 2.62% 3.18%
1 Year 11.77% 2.71%
3 Year 36.03% 27.08%
5 Year 34.12% 30.96%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month -0.3% 1.08%
1 Year -5.92% -10.58%
3 Year 27.05% 16.45%
5 Year 25.42% 20.18%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 13.98% 13.92%
3 Year 15.3% 15.53%
5 Year 14.97% 15.12%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 14.87% 16.395%
Sharp 1.3% 0.801%
Beta 1% -
Alpha 12% -

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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 10.49 4.64
Large Cap 44.66 75.46
Small Cap 30.58 11.46
Mid Cap 14.26 8.44

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 10.49 4.64
Petroleum Products 4.19 -
IT - Services 0.93 -
Construction 1.46 -
Consumer Durables 3.25 -
Diversified FMCG 3.06 -
Banks 8.74 -
Pharmaceuticals & Biotechnology 6.14 -
Transport Services 1.28 -
IT - Software 8.57 -
Industrial Manufacturing 1.53 -
Automobiles 4.68 -
Personal Products 1.59 -
Healthcare Services 5.34 -
Industrial Products 5.78 -
Finance 1.92 -
Telecom - Services 5.4 -
Financial Technology (Fintech) 2.19 -
Cement & Cement Products 1.61 -
Realty 2.15 -
Fertilizers & Agrochemicals 2.03 -
Chemicals & Petrochemicals 2.13 -
Retailing 4.7 -
Leisure Services 4.71 -
Auto Components 3.38 -
Power 1.44 -
Insurance 1.3 -
Consumer Cyclical - 79.46
Industrials - 15.9

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