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Franklin India Opportunities Fund vs Tata Ethical Fund compare
Franklin India Opportunities Fund - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5948 Cr | ₹3253 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Shariah TRI |
| Turn Over | 84.04% | 11.72% |
| Expense Ratio | 1.8 | 1.92 |
| Manager | R Janakiraman | Abhinav Sharma |
| ISIN Code | INF090I01841 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.78% | -4.82% |
| 6 Month | -16.08% | -19.73% |
| 1 Year | 11.13% | -1.5% |
| 3 Year | 25.9% | 8.59% |
| 5 Year | 29.25% | 19.49% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -11.32% | -12.03% |
| 1 Year | -17.31% | -22.53% |
| 3 Year | 24.81% | 6.08% |
| 5 Year | 24.66% | 11.53% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.98% | 13.97% |
| 3 Year | 15.3% | 13.84% |
| 5 Year | 14.97% | 14.38% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 12.5% |
| Sharp | 1.03% | 0.18% |
| Beta | 1.01% | 0.87% |
| Alpha | 10.23% | -0.47% |
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Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | R Janakiraman | Abhinav Sharma |
| Total AUM | ₹50034 Cr | ₹5613 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 6.26 | 6.72 |
| Large Cap | 41.2 | 42.48 |
| Small Cap | 36 | 15.55 |
| Mid Cap | 16.54 | 35.24 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 8.39 | 6.72 |
| Energy | 4.23 | 5.98 |
| Communication Services | 9.89 | - |
| Industrials | 8.55 | 15.26 |
| Consumer Cyclical | 20.06 | 11.39 |
| Consumer Defensive | 3.9 | 11.79 |
| Financial Services | 10.86 | - |
| Healthcare | 13.23 | 15.05 |
| Technology | 8.54 | 17.43 |
| Basic Materials | 8.23 | 12.47 |
| Real Estate | 2.5 | - |
| Utilities | 1.62 | 3.91 |
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