Franklin India Opportunities Fund vs UTI 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) | ₹5948 Cr | ₹3334 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 | 1.8 | 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 | -4.41% | -6% |
6 Month | -14.64% | -18.65% |
1 Year | 10.62% | -2.84% |
3 Year | 26.09% | 23.11% |
5 Year | 27.21% | 24.03% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | -11.32% | -11.28% |
1 Year | -17.31% | -25.4% |
3 Year | 24.81% | 13.75% |
5 Year | 24.66% | 19.4% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 14.14% | 13.92% |
3 Year | 15.15% | 15.53% |
5 Year | 14.91% | 15.12% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 14.87% | 16.395% |
Sharp | 1.03% | 0.801% |
Beta | 1.01% | - |
Alpha | 10.23% | - |
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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 |
Fund Manage | 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 | 6.26316 | 4.63951 |
Large Cap | 41.19677 | 75.45629 |
Small Cap | 35.99714 | 11.46384 |
Mid Cap | 16.54293 | 8.44039 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 8.3926 | 4.63951 |
Energy | 4.22608 | - |
Communication Services | 9.89018 | - |
Industrials | 8.54899 | 15.90144 |
Consumer Cyclical | 20.06171 | 79.45908 |
Consumer Defensive | 3.89797 | - |
Financial Services | 10.86059 | - |
Healthcare | 13.22916 | - |
Technology | 8.54362 | - |
Basic Materials | 8.22727 | - |
Real Estate | 2.50248 | - |
Utilities | 1.61935 | - |
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