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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) | ₹8189 Cr | ₹4008 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 | Other Themes |
| 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 | 1.69% | -0.81% |
| 6 Month | 7.68% | 14.67% |
| 1 Year | 8.88% | 19.14% |
| 3 Year | 29.73% | 24.59% |
| 5 Year | 25.92% | 25.14% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 2.55% | 5.93% |
| 1 Year | 15.33% | 30.65% |
| 3 Year | 24.58% | 22.66% |
| 5 Year | 24.2% | 22.61% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 14.57% | 12.89% |
| 3 Year | 17.26% | 16.77% |
| 5 Year | 15.36% | 16.33% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 15.94% |
| Sharp | 1.42% | 0.99% |
| Beta | 1.02% | - |
| Alpha | 10.97% | - |
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 | 10.94 | 7.02 |
| Large Cap | 45.69 | 72.35 |
| Small Cap | 27.76 | 12.31 |
| Mid Cap | 15.61 | 8.33 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 6.57 | 7.02 |
| Energy | 3.02 | - |
| Consumer Cyclical | 16.82 | 79.11 |
| Industrials | 4.35 | 13.88 |
| Consumer Defensive | 1.62 | - |
| Financial Services | 24.53 | - |
| Basic Materials | 8.66 | - |
| Healthcare | 13 | - |
| Technology | 12.83 | - |
| Communication Services | 5.45 | - |
| Utilities | 2.61 | - |
| Real Estate | 0.55 | - |
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