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Tata Ethical Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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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 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) ₹5948 Cr ₹3253 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 1.8 1.92
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 7.76% 5.75%
6 Month 1.13% -5.72%
1 Year 12.25% 1.23%
3 Year 35.17% 12.86%
5 Year 32.96% 21.06%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month -0.3% -2.98%
1 Year -5.92% -15.46%
3 Year 27.05% 7.46%
5 Year 25.42% 11.4%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 13.98% 13.97%
3 Year 15.3% 13.84%
5 Year 14.97% 14.38%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 14.87% 12.5%
Sharp 1.3% 0.34%
Beta 1% 0.86%
Alpha 12% -0.44%

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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 10.49 7.38
Large Cap 44.66 40.21
Small Cap 30.58 15
Mid Cap 14.26 37.41

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 10.49 7.38
Petroleum Products 4.19 3.77
IT - Services 0.93 0.89
Construction 1.46 -
Consumer Durables 3.25 6.11
Diversified FMCG 3.06 4
Banks 8.74 -
Pharmaceuticals & Biotechnology 6.14 12.46
Transport Services 1.28 -
IT - Software 8.57 15.81
Industrial Manufacturing 1.53 -
Automobiles 4.68 2
Personal Products 1.59 3.45
Healthcare Services 5.34 3.17
Industrial Products 5.78 5
Finance 1.92 -
Telecom - Services 5.4 -
Financial Technology (Fintech) 2.19 -
Cement & Cement Products 1.61 5.7
Realty 2.15 -
Fertilizers & Agrochemicals 2.03 2.67
Chemicals & Petrochemicals 2.13 5.38
Retailing 4.7 1.45
Leisure Services 4.71 -
Auto Components 3.38 6.36
Power 1.44 -
Insurance 1.3 -
Gas - 5.61
Non - Ferrous Metals - 0.44
Agricultural Food & other Products - 2.27
Food Products - 0.8
Electrical Equipment - 1.72
Oil - 1.18
Diversified - 0.62
Ferrous Metals - 0.57
Textiles & Apparels - 1.19

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