Tata Ethical Fund vs Franklin India Opportunities 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 | 6.7% | 6.23% |
6 Month | -12.39% | -16.51% |
1 Year | 15.08% | 2.31% |
3 Year | 27.61% | 9.19% |
5 Year | 34.05% | 22.58% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | -7.36% | -7.74% |
1 Year | -11.38% | -16.45% |
3 Year | 27.69% | 8.58% |
5 Year | 26.24% | 12.85% |
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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