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UTI vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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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 UTI-Transpotation and Logistics Fund-Growth Option
Fund Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5948 Cr ₹3334 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 21 Feb 2000 30 Jul 2005
Category Other Themes Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI Nifty Transportation & Logistics TRI
Turn Over 84.04% 14%
Expense Ratio 1.8 1.96
Manager R Janakiraman Sachin Trivedi
ISIN Code INF090I01841 INF789F01299
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 UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month 4.22% 4.27%
6 Month -3.57% -5.72%
1 Year 8.9% -1.88%
3 Year 29.65% 21.39%
5 Year 31.31% 28.69%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 0.67% -0.11%
1 Year -4.3% -13.13%
3 Year 29.29% 16.93%
5 Year 26.86% 20.71%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 13.98% 13.92%
3 Year 15.3% 15.53%
5 Year 14.97% 15.12%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 14.87% 16.395%
Sharp 1.08% 0.801%
Beta 1.01% -
Alpha 11.18% -

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Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Name R Janakiraman Sachin Trivedi
Total AUM ₹50034 Cr ₹7301 Cr
Funds Managed 8 3
Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 9.46 4.64
Large Cap 43.97 75.46
Small Cap 31.26 11.46
Mid Cap 15.31 8.44

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 11.49 4.64
Energy 4.32 -
Communication Services 9.09 -
Industrials 6.9 15.9
Consumer Cyclical 19.47 79.46
Consumer Defensive 3.74 -
Financial Services 13.37 -
Healthcare 11.56 -
Technology 7.97 -
Basic Materials 8.49 -
Real Estate 2.22 -
Utilities 1.37 -

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