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) | ₹4576 Cr | ₹2817 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Feb 2000 | 24 May 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 | 1.87 | 1.95 |
| Manager | R Janakiraman | Abhinav Sharma |
| ISIN Code | INF090I01841 | INF277K01956 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit load of 0.50% if redeemed within 90 days./365 |
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.37% | 4.88% |
| 6 Month | 37.27% | 25.78% |
| 1 Year | 67.11% | 34.27% |
| 3 Year | 29.12% | 15.9% |
| 5 Year | 30.13% | 23.58% |
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 30.85% | 14.81% |
| 3 Year | 74.63% | 31.9% |
| 5 Year | 126.93% | 69.56% |
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 32.18% | 22.58% |
| 3 Year | 87.96% | 52.72% |
| 5 Year | 140.44% | 75.06% |
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 12.5% |
| Sharp | 1.41% | 0.78% |
| Beta | 0.98% | 0.87% |
| Alpha | 10.03% | 1.32% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 10.97 | 7.3 |
| Large Cap | 36.15 | 44.12 |
| Small Cap | 43.6 | 13.97 |
| Mid Cap | 9.26 | 34.61 |
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 5.98 | 6.24 |
| Energy | 6.18 | 4.5 |
| Technology | 5.96 | 22.83 |
| Metals & Mining | 3.34 | 3.57 |
| Construction | 3.01 | - |
| Financial | 7.34 | - |
| Automobile | 8.9 | 3.17 |
| Healthcare | 9.45 | 10.15 |
| Capital Goods | 19.93 | 14.79 |
| Services | 12.88 | 1.22 |
| Chemicals | 3.64 | 6.1 |
| Consumer Discretionary | 6.32 | 2.33 |
| Communication | 6.23 | 1.22 |
| Materials | 0.82 | 9.23 |
| Consumer Staples | - | 10.41 |
| Diversified | - | 2.05 |
| Textiles | - | 2.19 |
Top Comparisons
Bandhan Small Cap Fund - Regular Plan - Growth
3Y Returns29.25%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns27.65%
HSBC Managed Solutions - Moderate - Growth
3Y Returns16.89%
HSBC Managed Solutions - Conservative - Growth
3Y Returns5.93%
Kotak Emerging Equity Scheme - Growth
3Y Returns23.53%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns23.48%
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns19.04%
Axis Focused Fund - Regular Plan - Growth Option
3Y Returns6.95%