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 | -4.93% | -7.03% |
| 6 Month | 5.69% | 3.67% |
| 1 Year | 47.77% | 21.99% |
| 3 Year | 23.92% | 11.59% |
| 5 Year | 26.94% | 19.4% |
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 34.03% | 16.4% |
| 3 Year | 39.6% | 18.69% |
| 5 Year | 33.31% | 20.28% |
| 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 | 1.19% | 0.59% |
| Beta | 0.97% | 0.88% |
| Alpha | 9.72% | 0.46% |
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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 | 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 |
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