UTI vs Franklin India Opportunities Fund compare

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Franklin India Opportunities Fund - Growth

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UTI-Transpotation and Logistics Fund-Growth Option

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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)	₹7766 Cr	₹3968 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	1.79	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

Scheme Name	Franklin India Opportunities Fund - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-0.14%	0.52%
6 Month	11.24%	26.1%
1 Year	2.8%	10.78%
3 Year	30.43%	25.9%
5 Year	28.11%	27.29%

Scheme Name	Franklin India Opportunities Fund - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	3.03%	10.37%
1 Year	14.52%	37.71%
3 Year	25.68%	25.36%
5 Year	24.85%	24.33%

Scheme Name	Franklin India Opportunities Fund - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	13.05%	12.93%
3 Year	16.11%	16.46%
5 Year	15.23%	16.16%

Scheme Name	Franklin India Opportunities Fund - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	14.87%	15.96%
Sharp	1.38%	1.05%
Beta	1.01%	-
Alpha	10.54%	-

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

Scheme Name	Franklin India Opportunities Fund - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	11.95	6.15
Large Cap	44.12	73.23
Small Cap	28.36	12.53
Mid Cap	15.57	8.09

Scheme Name	Franklin India Opportunities Fund - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	7.29	6.15
Energy	4.34	-
Consumer Cyclical	20.07	79.22
Industrials	4.42	14.63
Consumer Defensive	1.74	-
Financial Services	18.85	-
Basic Materials	9.66	-
Healthcare	12.76	-
Technology	11.87	-
Communication Services	5.71	-
Real Estate	0.5	-
Utilities	2.78	-