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 | 8.22% | 3.85% |
6 Month | -7.59% | -13.82% |
1 Year | 13.16% | 1.49% |
3 Year | 27.12% | 8.62% |
5 Year | 31.75% | 20.39% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | -0.95% | -3.9% |
1 Year | -5.63% | -15.19% |
3 Year | 28.9% | 8.35% |
5 Year | 26.71% | 12.3% |
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 | 1.08% | 0.15% |
Beta | 1.01% | 0.87% |
Alpha | 11.18% | -0.77% |
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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 | 9.46 | 9.42 |
Large Cap | 43.97 | 39.68 |
Small Cap | 31.26 | 15.23 |
Mid Cap | 15.31 | 35.67 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 11.49 | 9.42 |
Energy | 4.32 | 5.98 |
Communication Services | 9.09 | - |
Industrials | 6.9 | 12.67 |
Consumer Cyclical | 19.47 | 12.35 |
Consumer Defensive | 3.74 | 11.69 |
Financial Services | 13.37 | - |
Healthcare | 11.56 | 15.21 |
Technology | 7.97 | 16.25 |
Basic Materials | 8.49 | 12.39 |
Real Estate | 2.22 | - |
Utilities | 1.37 | 4.03 |
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