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) | ₹7376 Cr | ₹4367 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 | -1.62% | -3.04% |
6 Month | 12.53% | 12.53% |
1 Year | 2.63% | 10.33% |
3 Year | 28.99% | 17.4% |
5 Year | 29.08% | 24.92% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 4.63% | 3.9% |
1 Year | 6.58% | 9.58% |
3 Year | 26.28% | 17.6% |
5 Year | 25.04% | 18.41% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.31% | 18.83% |
3 Year | 15.86% | 22.01% |
5 Year | 15.16% | 21.89% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.87% | 12.53% |
Sharp | 1.47% | 0.96% |
Beta | 1.02% | 0.93% |
Alpha | 11.43% | 5.92% |
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 | 10.27 | 13.45 |
Large Cap | 44.8 | 52.33 |
Small Cap | 27.99 | 26.68 |
Mid Cap | 16.94 | 7.53 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 6.31 | 6.01 |
Energy | 5.1 | 4.88 |
Consumer Cyclical | 18.45 | 13.19 |
Industrials | 4.14 | 6.09 |
Consumer Defensive | 1.83 | - |
Financial Services | 19.78 | 37.6 |
Basic Materials | 9.22 | - |
Healthcare | 14.12 | 8.47 |
Technology | 11.61 | 6.41 |
Communication Services | 5.73 | 15.8 |
Real Estate | 0.84 | 1.56 |
Utilities | 2.87 | - |
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