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UTI vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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) | ₹8380 Cr | ₹4084 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 | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 84.04% | 14% |
| Expense Ratio | 1.79 | 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 | -4.89% | -5% |
| 6 Month | -3.29% | 4.88% |
| 1 Year | 4.05% | 17% |
| 3 Year | 28.14% | 23.25% |
| 5 Year | 20.28% | 18.97% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -3.06% | -4% |
| 1 Year | 2.88% | 10.68% |
| 3 Year | 17.77% | 16.51% |
| 5 Year | 21.29% | 19.72% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 14.07% | 13.15% |
| 3 Year | 17.47% | 17.37% |
| 5 Year | 15.42% | 16.65% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 14.14% |
| Sharp | 1.42% | 1.2% |
| Beta | 1.02% | 0.96% |
| Alpha | 10.52% | -2.32% |
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 | 10.91 | 6.61 |
| Large Cap | 39.57 | 73.32 |
| Small Cap | 29.94 | 11.86 |
| Mid Cap | 19.58 | 8.21 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 4.16 | 3.84 |
| Energy | 3.11 | - |
| Consumer Cyclical | 15.36 | 82.23 |
| Communication Services | 6.09 | - |
| Basic Materials | 8.79 | - |
| Healthcare | 11.71 | - |
| Financial Services | 23.16 | - |
| Industrials | 9.45 | 13.93 |
| Technology | 15.21 | - |
| Utilities | 2.49 | - |
| Real Estate | 0.46 | - |
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UTI-Transpotation and Logistics Fund-Growth Option
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