Franklin India Opportunities Fund vs Sundaram Services Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Franklin India Opportunities Fund - Growth

Invest Now

tortoise-icon Sundaram Services Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Opportunities Fund - Growth Sundaram Services Fund Regular Plan - Growth
Fund Franklin India Opportunities Fund - Growth Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4576 Cr ₹3632 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Feb 2000 21 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY Service Sector TRI
Turn Over 84.04% 29%
Expense Ratio 1.87 1.89
Manager R Janakiraman Rohit Seksaria
ISIN Code INF090I01841 INF903JA1EX7
Exits Load Exit load of 1% if redeemed within 1 year/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Sundaram Services Fund Regular Plan - Growth
1 Month 5.37% 2.72%
6 Month 37.27% 16.68%
1 Year 67.11% 33.57%
3 Year 29.12% 18.93%
5 Year 30.13% 24.52%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 30.85% 10.89%
3 Year 74.63% 31.75%
5 Year 126.93% 74.85%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Sundaram Services Fund Regular Plan - Growth
1 Year 32.18% 24.09%
3 Year 87.96% 59.58%
5 Year 140.44% 82.86%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 14.87% 12.7%
Sharp 1.41% 0.94%
Beta 0.98% 0.83%
Alpha 10.03% 5.93%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Opportunities Fund - Growth Sundaram Services Fund Regular Plan - Growth
Name R Janakiraman Rohit Seksaria
Total AUM ₹50034 Cr ₹0 Cr
Fund Manage 8 15
Franklin India Opportunities Fund - Growth Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Opportunities Fund - Growth

Sundaram Services Fund Regular Plan - Growth

Others 10.97 7
Large Cap 36.15 51.63
Small Cap 43.6 29.79
Mid Cap 9.26 11.6

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

Sundaram Services Fund Regular Plan - Growth

Others 5.98 1.68
Energy 6.18 6.24
Technology 5.96 8.99
Metals & Mining 3.34 -
Construction 3.01 1.48
Financial 7.34 38.91
Automobile 8.9 -
Healthcare 9.45 6
Capital Goods 19.93 -
Services 12.88 15.44
Chemicals 3.64 -
Consumer Discretionary 6.32 4.58
Communication 6.23 9.31
Materials 0.82 -
Insurance - 3.89
Textiles - 1.25
Unclassified - 2.25

Top Comparisons

SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth

3Y Returns14.47%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns21.87%

Compare Now

Tata Liquid Fund -Regular Plan - Growth Option Tata Liquid Fund -Regular Plan - Growth Option

3Y Returns5.9%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.02%

Compare Now

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns3%

VS

Nippon India Passive Flexicap FoF - Regular Plan - Growth Option Nippon India Passive Flexicap FoF - Regular Plan - Growth Option

3Y Returns18.57%

Compare Now

Kotak Credit Risk Fund - Growth Kotak Credit Risk Fund - Growth

3Y Returns4.88%

VS

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns4.95%

Compare Now
Request call back
Add to Cart Successfully