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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) | ₹7766 Cr | ₹4426 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 | -0.11% | 1.42% |
| 6 Month | 12.18% | 10.8% |
| 1 Year | 3.64% | 7.16% |
| 3 Year | 30.21% | 18.95% |
| 5 Year | 27.92% | 24.85% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.03% | 2.65% |
| 1 Year | 14.52% | 16.83% |
| 3 Year | 25.68% | 18.47% |
| 5 Year | 24.85% | 18.42% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.05% | 18.31% |
| 3 Year | 16.11% | 21.8% |
| 5 Year | 15.23% | 22.06% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 12.43% |
| Sharp | 1.38% | 0.87% |
| Beta | 1.01% | 0.94% |
| Alpha | 10.54% | 5.36% |
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 | 11.95 | 14.21 |
| Large Cap | 44.12 | 51.59 |
| Small Cap | 28.36 | 26.9 |
| Mid Cap | 15.57 | 7.3 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.29 | 6.1 |
| Energy | 4.34 | 4.72 |
| Consumer Cyclical | 20.07 | 13.34 |
| Industrials | 4.42 | 6.49 |
| Consumer Defensive | 1.74 | - |
| Financial Services | 18.85 | 36.62 |
| Basic Materials | 9.66 | - |
| Healthcare | 12.76 | 8.51 |
| Technology | 11.87 | 6.96 |
| Communication Services | 5.71 | 15.64 |
| Real Estate | 0.5 | 1.61 |
| Utilities | 2.78 | - |
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