Sundaram Services Fund Regular Plan vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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) | ₹6864 Cr | ₹4161 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 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.65% | 4.1% |
6 Month | -1.25% | 7.11% |
1 Year | 2.9% | 15.28% |
3 Year | 35.13% | 24.1% |
5 Year | 31.08% | 26.9% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 10.21% | 13.73% |
1 Year | 10.28% | 23.8% |
3 Year | 30.69% | 23.04% |
5 Year | 27.55% | 21.99% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.64% | 19.51% |
3 Year | 15.61% | 21.93% |
5 Year | 15.06% | 21.73% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.87% | 13.50% |
Sharp | 1.45% | 0.94% |
Beta | 1% | 0.91% |
Alpha | 11.56% | 5.41% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 12.64 | 13.05 |
Large Cap | 48.85 | 50.84 |
Small Cap | 25.81 | 28.34 |
Mid Cap | 12.7 | 7.77 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 10.29 | 6.88 |
Energy | 6.29 | 5.23 |
Communication Services | 6.72 | 14.93 |
Industrials | 4.34 | 6.29 |
Consumer Cyclical | 15.31 | 12.47 |
Consumer Defensive | 5.33 | - |
Financial Services | 18.51 | 38 |
Healthcare | 10.66 | 7.98 |
Technology | 11.09 | 6.53 |
Basic Materials | 8.13 | - |
Real Estate | 2.14 | 1.69 |
Utilities | 1.18 | - |
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