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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) ₹7509 Cr ₹3741 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 4.11% 10.27%
6 Month 21.28% 32.63%
1 Year 0.89% 5.3%
3 Year 29.15% 23.52%
5 Year 28.59% 26.38%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 6.07% 15.61%
1 Year 15.91% 37.02%
3 Year 27.71% 25.8%
5 Year 25.69% 24.54%

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% 16.10%
Sharp 1.33% 0.86%
Beta 1.01% -
Alpha 11.25% -

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 10.27 4.23
Large Cap 44.8 74.01
Small Cap 27.99 12.99
Mid Cap 16.94 8.78

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 6.31 4.23
Energy 5.1 -
Consumer Cyclical 18.45 78.96
Industrials 4.14 16.81
Consumer Defensive 1.83 -
Financial Services 19.78 -
Basic Materials 9.22 -
Healthcare 14.12 -
Technology 11.61 -
Communication Services 5.73 -
Real Estate 0.84 -
Utilities 2.87 -

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