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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) | ₹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 | 4.22% | 1.53% |
| 6 Month | -3.57% | -8.95% |
| 1 Year | 8.9% | 0.44% |
| 3 Year | 29.65% | 10.34% |
| 5 Year | 31.31% | 19.83% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.67% | -2.05% |
| 1 Year | -4.3% | -13.09% |
| 3 Year | 29.29% | 9.2% |
| 5 Year | 26.86% | 12.68% |
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 | 1.08% | 0.15% |
| Beta | 1.01% | 0.87% |
| Alpha | 11.18% | -0.77% |
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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 | 9.46 | 9.42 |
| Large Cap | 43.97 | 39.68 |
| Small Cap | 31.26 | 15.23 |
| Mid Cap | 15.31 | 35.67 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 11.49 | 9.42 |
| Energy | 4.32 | 5.98 |
| Communication Services | 9.09 | - |
| Industrials | 6.9 | 12.67 |
| Consumer Cyclical | 19.47 | 12.35 |
| Consumer Defensive | 3.74 | 11.69 |
| Financial Services | 13.37 | - |
| Healthcare | 11.56 | 15.21 |
| Technology | 7.97 | 16.25 |
| Basic Materials | 8.49 | 12.39 |
| Real Estate | 2.22 | - |
| Utilities | 1.37 | 4.03 |
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