Sundaram Services Fund Regular Plan vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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) | ₹5948 Cr | ₹3793 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 21 Feb 2000 | 01 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 | 1.8 | 1.94 |
Manager | R Janakiraman | Rohit Seksaria |
ISIN Code | INF090I01841 | INF903JA1EX7 |
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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | 5.95% | 4.2% |
6 Month | -12.78% | -10.3% |
1 Year | 12.39% | 8.86% |
3 Year | 25.94% | 13.48% |
5 Year | 34.6% | 28.06% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | -7.36% | -4.18% |
1 Year | -11.38% | -3.09% |
3 Year | 27.69% | 15.38% |
5 Year | 26.24% | 18.79% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.98% | 20.46% |
3 Year | 15.3% | 22.46% |
5 Year | 14.97% | 21.59% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.87% | 13.733% |
Sharp | 1.03% | 0.606% |
Beta | 1.01% | - |
Alpha | 10.23% | - |
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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 |
Funds Managed | 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 | 6.26 | 9.97 |
Large Cap | 41.2 | 50.92 |
Small Cap | 36 | 28.8 |
Mid Cap | 16.54 | 10.3 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 8.39 | 6.38 |
Energy | 4.23 | 5.11 |
Communication Services | 9.89 | 15.5 |
Industrials | 8.55 | 5.77 |
Consumer Cyclical | 20.06 | 12.78 |
Consumer Defensive | 3.9 | - |
Financial Services | 10.86 | 37.21 |
Healthcare | 13.23 | 7.46 |
Technology | 8.54 | 7.92 |
Basic Materials | 8.23 | - |
Real Estate | 2.5 | 1.87 |
Utilities | 1.62 | - |
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