Tata Ethical Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
| 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) | ₹5623 Cr | ₹3202 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 | 1.81 | 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 |
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.07% | -3.69% |
| 6 Month | -2.41% | -7.83% |
| 1 Year | 25.9% | 7.88% |
| 3 Year | 25.36% | 9.62% |
| 5 Year | 26.23% | 17.86% |
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.82% | -2.09% |
| 3 Year | 34.94% | 13.36% |
| 5 Year | 30.77% | 16.72% |
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.49% | 13.9% |
| 3 Year | 14.89% | 14.05% |
| 5 Year | 14.79% | 14.3% |
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 12.5% |
| Sharp | 1.22% | 0.29% |
| Beta | 0.97% | 0.87% |
| Alpha | 10.85% | -0.89% |
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| 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 |
| Fund Manage | 8 | 3 |
| Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 7.59 | 7.33 |
| Large Cap | 38.03 | 41.54 |
| Small Cap | 40.76 | 15 |
| Mid Cap | 13.6 | 36.13 |
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 7.59 | 7.33 |
| Petroleum Products | 2.65 | 2.13 |
| IT - Services | 0.95 | 1.29 |
| Construction | 2.7 | - |
| Consumer Durables | 5.04 | 5.43 |
| Diversified FMCG | 2.69 | 4.49 |
| Banks | 9.75 | - |
| Pharmaceuticals & Biotechnology | 8.84 | 12.47 |
| Transport Services | 0.58 | - |
| IT - Software | 5.11 | 16.98 |
| Industrial Manufacturing | 1.27 | - |
| Automobiles | 4.05 | - |
| Personal Products | 1.52 | 4.12 |
| Healthcare Services | 7.3 | 2.99 |
| Industrial Products | 6.55 | 6.01 |
| Finance | 0.82 | - |
| Telecom - Services | 6.53 | - |
| Aerospace & Defense | 0.62 | - |
| Electrical Equipment | 0.29 | 4.28 |
| Financial Technology (Fintech) | 2.52 | - |
| Power | 2.47 | - |
| Chemicals & Petrochemicals | 2.43 | 4.69 |
| Retailing | 6.12 | 1.7 |
| Leisure Services | 4.1 | - |
| Auto Components | 3.53 | 6.17 |
| Capital Markets | 0.99 | - |
| Realty | 0.91 | - |
| Insurance | 1.46 | - |
| Commercial Services & Supplies | 0.6 | - |
| Fertilizers & Agrochemicals | - | 2.92 |
| Cement & Cement Products | - | 4.73 |
| Gas | - | 4.7 |
| Non - Ferrous Metals | - | 1.1 |
| Agricultural Food & other Products | - | 2.27 |
| Food Products | - | 0.81 |
| Oil | - | 1.45 |
| Diversified | - | 0.73 |
| Textiles & Apparels | - | 1.21 |
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