Sundaram Services Fund Regular Plan vs Franklin India Opportunities Fund compare

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Franklin India Opportunities Fund - Growth

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Sundaram Services Fund Regular Plan - Growth

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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	Sundaram Services Fund Regular Plan - Growth
Fund	Franklin India Opportunities Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹8189 Cr	₹4674 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	21 Feb 2000	01 Sep 2018
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY Service Sector TRI
Turn Over	84.04%	29%
Expense Ratio	1.79	1.94
Manager	R Janakiraman	Rohit Seksaria
ISIN Code	INF090I01841	INF903JA1EX7
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	Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Opportunities Fund - Growth	Sundaram Services Fund Regular Plan - Growth
1 Month	-1.33%	-0.42%
6 Month	4.45%	4.46%
1 Year	1.35%	7.2%
3 Year	27.38%	17.19%
5 Year	24.09%	21.5%

Scheme Name	Franklin India Opportunities Fund - Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	1.32%	2.45%
1 Year	12.93%	16.09%
3 Year	22.66%	17.37%
5 Year	23.29%	17.39%

Scheme Name	Franklin India Opportunities Fund - Growth	Sundaram Services Fund Regular Plan - Growth
1 Year	14.47%	17.5%
3 Year	17.4%	21.68%
5 Year	15.39%	22.15%

Scheme Name	Franklin India Opportunities Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	14.87%	12.46%
Sharp	1.34%	0.88%
Beta	1.02%	0.97%
Alpha	10.53%	5.88%

Scheme Name	Franklin India Opportunities Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Name	R Janakiraman	Rohit Seksaria
Total AUM	₹50034 Cr	₹0 Cr
Funds Managed	8	15
	Franklin India Opportunities Fund - Growth	Sundaram Services Fund Regular Plan - Growth

Scheme Name	Franklin India Opportunities Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Others	8.69	14.11
Large Cap	47.16	51.8
Mid Cap	14.15	7.19
Small Cap	29.98	26.9

Scheme Name	Franklin India Opportunities Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Others	8.69	5.65
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	-
Energy	-	4.87
Technology	-	7.44
Financial Services	-	37.57
Consumer Cyclical	-	12.45
Communication Services	-	16
Healthcare	-	7.95
Industrials	-	6.43
Real Estate	-	1.65