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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 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% -

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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 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

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