Tata Quant Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Tata Quant Fund-Regular Plan-Growth
Chart Comparison
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 | 3.1% | -100% |
6 Month | -0.32% | -100% |
1 Year | 2.99% | -100% |
3 Year | 35.01% | -100% |
5 Year | 31.2% | -100% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
6 Month | 9.73% | -4.23% |
1 Year | 10.94% | -11.46% |
3 Year | 29.86% | 10.52% |
5 Year | 27.15% | 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% | - |
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 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 | 10.29 | 6.08 |
Large Cap | 50.34 | 50.12 |
Small Cap | 26.62 | - |
Mid Cap | 12.71 | 43.8 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Others | 10.29 | 6.08 |
Petroleum Products | 6.29 | - |
Construction | 0.89 | - |
Consumer Durables | 2.29 | - |
Diversified FMCG | 3.84 | - |
Banks | 11.59 | - |
Pharmaceuticals & Biotechnology | 5.63 | - |
IT - Software | 9.51 | - |
Industrial Manufacturing | 1.57 | - |
Automobiles | 6.09 | - |
Personal Products | 1.49 | - |
Healthcare Services | 5.02 | - |
Industrial Products | 4.22 | - |
Finance | 2.38 | - |
Telecom - Services | 5.2 | - |
Financial Technology (Fintech) | 2.14 | - |
Cement & Cement Products | 1.38 | - |
Realty | 2.14 | - |
Diversified Fmcg | 0.11 | - |
Fertilizers & Agrochemicals | 1.77 | - |
Transport Services | 1.83 | - |
Chemicals & Petrochemicals | 2.24 | - |
Retailing | 3.74 | - |
Auto Components | 1.02 | - |
Power | 1.18 | - |
Insurance | 2.39 | - |
Leisure Services | 3.72 | - |
Industrials | - | 4.37 |
Financial Services | - | 30.79 |
Basic Materials | - | 16.68 |
Consumer Cyclical | - | 4.12 |
Technology | - | 18.74 |
Utilities | - | 6.66 |
Energy | - | 0.8 |
Healthcare | - | 7.47 |
Communication Services | - | 4.29 |
Top Comparisons
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns27.38%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.66%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.13%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns26.22%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns7%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns8.51%