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Tata Ethical Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7509 Cr | ₹3601 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Shariah TRI |
| Turn Over | 84.04% | 11.72% |
| Expense Ratio | 1.79 | 1.93 |
| Manager | R Janakiraman | Abhinav Sharma |
| ISIN Code | INF090I01841 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.11% | 4.5% |
| 6 Month | 21.28% | 11.6% |
| 1 Year | 0.89% | -10.3% |
| 3 Year | 29.15% | 12.16% |
| 5 Year | 28.59% | 17.26% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.07% | 3.53% |
| 1 Year | 15.91% | 3.64% |
| 3 Year | 27.71% | 9.24% |
| 5 Year | 25.69% | 11.24% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.31% | 13.53% |
| 3 Year | 15.86% | 13.59% |
| 5 Year | 15.16% | 14.6% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 12.5% |
| Sharp | 1.33% | 0.41% |
| Beta | 1.01% | 0.85% |
| Alpha | 11.25% | -0.36% |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | R Janakiraman | Abhinav Sharma |
| Total AUM | ₹50034 Cr | ₹5613 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 10.77 | 9.93 |
| Large Cap | 44.29 | 45.94 |
| Small Cap | 29.26 | 14.53 |
| Mid Cap | 15.68 | 29.61 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 6.11 | 9.93 |
| Energy | 4.47 | 4.9 |
| Consumer Cyclical | 19.93 | 13.49 |
| Industrials | 4.4 | 12.2 |
| Consumer Defensive | 1.9 | 11.15 |
| Financial Services | 19.13 | - |
| Basic Materials | 9.15 | 9.86 |
| Healthcare | 13.46 | 13.05 |
| Technology | 12.15 | 21.47 |
| Communication Services | 5.85 | - |
| Real Estate | 0.69 | - |
| Utilities | 2.76 | 3.95 |
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