Sundaram Services Fund Regular Plan vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon Sundaram Services 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 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 5.64% 2.72%
6 Month 28.03% 16.68%
1 Year 63.22% 33.57%
3 Year 28.87% 18.93%
5 Year 30.1% 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 1.48% 0.94%
Beta 0.95% 0.83%
Alpha 9.52% 5.93%

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

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