Tata Ethical Fund vs Franklin India Opportunities Fund compare

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Franklin India Opportunities Fund - Growth

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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)	₹7766 Cr	₹3616 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

Scheme Name	Franklin India Opportunities Fund - Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	0.57%	0.22%
6 Month	9.48%	3.07%
1 Year	6.66%	-5.71%
3 Year	30.42%	11.51%
5 Year	27.46%	16.55%

Scheme Name	Franklin India Opportunities Fund - Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	3.39%	0.51%
1 Year	15.9%	3.07%
3 Year	26.24%	7.88%
5 Year	25.17%	10.33%

Scheme Name	Franklin India Opportunities Fund - Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	13.05%	13.35%
3 Year	16.11%	13.44%
5 Year	15.23%	14.75%

Scheme Name	Franklin India Opportunities Fund - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	15.35%	12.95%
Sharp	1.33%	0.35%
Beta	1.01%	0.86%
Alpha	10.75%	-0.78%

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

Scheme Name	Franklin India Opportunities Fund - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	11.95	8.67
Large Cap	44.12	46.63
Small Cap	28.36	14.12
Mid Cap	15.57	30.58

Scheme Name	Franklin India Opportunities Fund - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	7.29	8.67
Energy	4.34	5.21
Consumer Cyclical	20.07	14.11
Industrials	4.42	12.34
Consumer Defensive	1.74	10.65
Financial Services	18.85	-
Basic Materials	9.66	11.57
Healthcare	12.76	12.94
Technology	11.87	20.48
Communication Services	5.71	-
Real Estate	0.5	-
Utilities	2.78	4.04