Aditya Birla Sun Life Special Opportunities Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon Aditya Birla Sun Life Special Opportunities 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 Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Fund Franklin India Opportunities Fund - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5623 Cr ₹774 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 21 Feb 2000 23 Oct 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 84.04% 72%
Expense Ratio 1.81 2.38
Manager R Janakiraman Dhaval Joshi
ISIN Code INF090I01841 INF209KB1T46
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 Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - 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 Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month -5.07% -4.16%
6 Month -2.41% -3.63%
1 Year 25.9% 13.82%
3 Year 25.36% 13.09%
5 Year 26.23% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 11.82% 4.38%
3 Year 34.94% 18.78%
5 Year 30.77% -

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 13.49% 17.29%
3 Year 14.89% 18.03%
5 Year 14.79% -

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 14.87% 13.56%
Sharp 1.22% 0.85%
Beta 0.97% 1%
Alpha 10.85% -0.29%

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Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name R Janakiraman Dhaval Joshi
Total AUM ₹50034 Cr ₹361932 Cr
Fund Manage 8 55
Franklin India Opportunities Fund - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 7.59 4.78
Large Cap 38.03 54.41
Small Cap 40.76 22.87
Mid Cap 13.6 17.96

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 7.59 2.16
Petroleum Products 2.65 -
IT - Services 0.95 -
Construction 2.7 3.99
Consumer Durables 5.04 -
Diversified FMCG 2.69 -
Banks 9.75 -
Pharmaceuticals & Biotechnology 8.84 -
Transport Services 0.58 -
IT - Software 5.11 -
Industrial Manufacturing 1.27 -
Automobiles 4.05 -
Personal Products 1.52 -
Healthcare Services 7.3 -
Industrial Products 6.55 -
Finance 0.82 -
Telecom - Services 6.53 -
Aerospace & Defense 0.62 -
Electrical Equipment 0.29 -
Financial Technology (Fintech) 2.52 -
Power 2.47 -
Chemicals & Petrochemicals 2.43 -
Retailing 6.12 -
Leisure Services 4.1 -
Auto Components 3.53 -
Capital Markets 0.99 -
Realty 0.91 -
Insurance 1.46 1.3
Commercial Services & Supplies 0.6 -
Materials - 4.89
Automobile - 9.34
Energy - 2.15
Technology - 9.59
Metals & Mining - 3.85
Financial - 24.04
Healthcare - 8.8
Chemicals - 2.77
Services - 7.94
Consumer Discretionary - 3.11
Consumer Staples - 5.34
Capital Goods - 2.67
Communication - 7.22
Textiles - 0.86

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