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 | -1.33% | 1.76% |
| 6 Month | 4.45% | 16.15% |
| 1 Year | 1.35% | 15.08% |
| 3 Year | 27.38% | 24.55% |
| 5 Year | 24.09% | 23.08% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 1.32% | 5.7% |
| 1 Year | 12.93% | 32.08% |
| 3 Year | 22.66% | 22.67% |
| 5 Year | 23.29% | 22.84% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 14.47% | 12.95% |
| 3 Year | 17.4% | 17.06% |
| 5 Year | 15.39% | 16.4% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 15.41% | 15.88% |
| Sharp | 1.29% | 1.04% |
| Beta | 1.02% | - |
| Alpha | 10.74% | - |
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 | 8.69 | 7.02 |
| Large Cap | 47.16 | 72.35 |
| Mid Cap | 14.15 | 8.33 |
| Small Cap | 29.98 | 12.31 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 8.69 | 7.02 |
| Petroleum Products | 3.02 | - |
| Retailing | 4.29 | - |
| Construction | 0.82 | - |
| Consumer Durables | 1.94 | - |
| Diversified FMCG | 1.62 | - |
| Banks | 18.64 | - |
| Chemicals & Petrochemicals | 3.38 | - |
| Pharmaceuticals & Biotechnology | 7.7 | - |
| Electrical Equipment | 0.78 | - |
| IT - Software | 6.97 | - |
| Industrial Manufacturing | 2.1 | - |
| Automobiles | 7.83 | - |
| Healthcare Services | 5.29 | - |
| Telecom - Services | 5.46 | - |
| Industrial Products | 4.16 | - |
| Financial Technology (Fintech) | 2.37 | - |
| Cement & Cement Products | 1.66 | - |
| Fertilizers & Agrochemicals | 1.27 | - |
| Transport Services | 1.62 | - |
| Auto Components | 1.01 | - |
| Power | 2.61 | - |
| Finance | 1.23 | - |
| Realty | 0.55 | - |
| Insurance | 2.29 | - |
| Leisure Services | 2.59 | - |
| Paper, Forest & Jute Products | 0.09 | - |
| Consumer Cyclical | - | 79.11 |
| Industrials | - | 13.88 |
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