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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns18.26%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns21.59%
Bandhan Small Cap Fund Regular Growth
3Y Returns30.83%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns0%
Quant Focused Fund-Growth
3Y Returns18.61%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns19.2%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%