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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) | ₹7376 Cr | ₹3572 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 | -1.62% | -1.89% |
| 6 Month | 12.53% | 5.23% |
| 1 Year | 2.63% | -10.37% |
| 3 Year | 28.99% | 9.84% |
| 5 Year | 29.08% | 17.17% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.63% | 0.37% |
| 1 Year | 6.58% | -6.53% |
| 3 Year | 26.28% | 7.08% |
| 5 Year | 25.04% | 10.28% |
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 | 1.47% | 0.48% |
| Beta | 1.02% | 0.85% |
| Alpha | 11.43% | -0.39% |
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 | 10.27 | 6.05 |
| Large Cap | 44.8 | 43.87 |
| Small Cap | 27.99 | 14.97 |
| Mid Cap | 16.94 | 35.11 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 6.31 | 6.05 |
| Energy | 5.1 | 6.2 |
| Consumer Cyclical | 18.45 | 12.89 |
| Industrials | 4.14 | 12.54 |
| Consumer Defensive | 1.83 | 11.01 |
| Financial Services | 19.78 | - |
| Basic Materials | 9.22 | 14.11 |
| Healthcare | 14.12 | 13.81 |
| Technology | 11.61 | 19.3 |
| Communication Services | 5.73 | - |
| Real Estate | 0.84 | - |
| Utilities | 2.87 | 4.1 |
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