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Tata Quant Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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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 Quant Fund-Regular Plan-Growth
Fund Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6864 Cr ₹66 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 21 Feb 2000 27 Jan 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 200
Turn Over 84.04% 349.61%
Expense Ratio 1.79 2.4
Manager R Janakiraman Sailesh Jain
ISIN Code INF090I01841 INF277K016Y9
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 Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
1 Month 0.1% -100%
6 Month -3.34% -100%
1 Year 4.09% -100%
3 Year 36% -100%
5 Year 31.96% -100%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
6 Month 7.45% -4.23%
1 Year 5.1% -11.46%
3 Year 29.07% 10.52%
5 Year 26.62% 11.18%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
1 Year 13.64% 17.66%
3 Year 15.61% 13.42%
5 Year 15.06% 13.62%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
Standard Deviation 14.87% 14.21%
Sharp 1.45% 0.361%
Beta 1% -
Alpha 11.56% -

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Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
Name R Janakiraman Sailesh Jain
Total AUM ₹50034 Cr ₹17041 Cr
Funds Managed 8 7
Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

Tata Quant Fund-Regular Plan-Growth

Others 7.11 5.33
Large Cap 52.76 49.88
Small Cap 27.2 0
Mid Cap 12.92 44.78

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

Tata Quant Fund-Regular Plan-Growth

Others 7.11 5.33
Petroleum Products 6.58 -
IT - Services 0.79 -
Construction 0.86 -
Consumer Durables 2.3 -
Diversified FMCG 4.12 -
Banks 12.16 -
Pharmaceuticals & Biotechnology 5.85 -
Transport Services 2.19 -
IT - Software 8.43 -
Industrial Manufacturing 1.44 -
Automobiles 5.73 -
Personal Products 1.62 -
Healthcare Services 5.06 -
Industrial Products 4.14 -
Finance 2.35 -
Telecom - Services 5.63 -
Financial Technology (Fintech) 2.09 -
Cement & Cement Products 1.52 -
Realty 2.15 -
Fertilizers & Agrochemicals 1.99 -
Chemicals & Petrochemicals 2.06 -
Retailing 4.3 -
Leisure Services 4.71 -
Auto Components 1.06 -
Power 1.33 -
Insurance 2.42 -
Industrials - 4.39
Basic Materials - 15.9
Financial Services - 30.17
Energy - 0.84
Consumer Cyclical - 4.18
Healthcare - 8.14
Technology - 19.92
Utilities - 6.67
Consumer Defensive - 0
Communication Services - 4.46
Real Estate - 0

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