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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) | ₹8189 Cr | ₹3772 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 | -0.44% | 1.73% |
| 6 Month | 5.28% | 2.96% |
| 1 Year | 3.72% | -1.23% |
| 3 Year | 31.04% | 12.87% |
| 5 Year | 23.42% | 14.21% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.45% | 0.91% |
| 1 Year | 9.78% | 6.04% |
| 3 Year | 21.67% | 7.31% |
| 5 Year | 23.05% | 9.74% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.41% | 14.7% |
| 3 Year | 17.42% | 16.05% |
| 5 Year | 15.4% | 16.08% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 12.5% |
| Sharp | 1.34% | 0.41% |
| Beta | 1.02% | 0.86% |
| Alpha | 10.53% | -0.15% |
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 | 10.94 | 6.72 |
| Large Cap | 45.69 | 51.59 |
| Small Cap | 27.76 | 12.27 |
| Mid Cap | 15.61 | 29.41 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 6.57 | 6.26 |
| Energy | 3.02 | 4 |
| Consumer Cyclical | 16.82 | 15.22 |
| Industrials | 4.35 | 11.93 |
| Consumer Defensive | 1.62 | 11.74 |
| Financial Services | 24.53 | - |
| Basic Materials | 8.66 | 11.1 |
| Healthcare | 13 | 12.27 |
| Technology | 12.83 | 23.79 |
| Communication Services | 5.45 | - |
| Utilities | 2.61 | 3.69 |
| Real Estate | 0.55 | - |
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