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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) | ₹7766 Cr | ₹3968 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 | -0.14% | 0.52% |
| 6 Month | 11.24% | 26.1% |
| 1 Year | 2.8% | 10.78% |
| 3 Year | 30.43% | 25.9% |
| 5 Year | 28.11% | 27.29% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 3.03% | 10.37% |
| 1 Year | 14.52% | 37.71% |
| 3 Year | 25.68% | 25.36% |
| 5 Year | 24.85% | 24.33% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 13.05% | 12.93% |
| 3 Year | 16.11% | 16.46% |
| 5 Year | 15.23% | 16.16% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 15.96% |
| Sharp | 1.38% | 1.05% |
| Beta | 1.01% | - |
| Alpha | 10.54% | - |
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 | 11.95 | 6.15 |
| Large Cap | 44.12 | 73.23 |
| Small Cap | 28.36 | 12.53 |
| Mid Cap | 15.57 | 8.09 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 7.29 | 6.15 |
| Energy | 4.34 | - |
| Consumer Cyclical | 20.07 | 79.22 |
| Industrials | 4.42 | 14.63 |
| Consumer Defensive | 1.74 | - |
| Financial Services | 18.85 | - |
| Basic Materials | 9.66 | - |
| Healthcare | 12.76 | - |
| Technology | 11.87 | - |
| Communication Services | 5.71 | - |
| Real Estate | 0.5 | - |
| Utilities | 2.78 | - |
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