Tata Quant Fund vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
Tata Quant Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Fund | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹5948 Cr | ₹66 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Feb 2000 | 27 Jan 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 200 |
Turn Over | 84.04% | 349.61% |
Expense Ratio | 1.8 | 2.4 |
Manager | R Janakiraman | Sailesh Jain |
ISIN Code | INF090I01841 | INF277K016Y9 |
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 Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
1 Month | -6.18% | -0.46% |
6 Month | -12.17% | -12.89% |
1 Year | 12.76% | 5.29% |
3 Year | 24.95% | 12.28% |
5 Year | 24.6% | 7.46% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | -7.49% | -8.04% |
3 Year | 27.78% | 11.33% |
5 Year | 26.88% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
1 Year | 14.14% | 18.99% |
3 Year | 15.15% | 13.85% |
5 Year | 14.91% | 7.67% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.87% | 13.803% |
Sharp | 1.12% | 0.445% |
Beta | 0.99% | - |
Alpha | 10.24% | - |
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Fund Managers
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Name | R Janakiraman | Sailesh Jain |
Total AUM | ₹50034 Cr | ₹17041 Cr |
Fund Manage | 8 | 7 |
Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Others | 7.59 | 8.31 |
Large Cap | 38.03 | 68.07 |
Small Cap | 40.76 | - |
Mid Cap | 13.6 | 23.75 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Others | 7.59 | 8.31 |
Petroleum Products | 2.65 | 7.53 |
IT - Services | 0.95 | - |
Construction | 2.7 | 2.43 |
Consumer Durables | 5.04 | 2.61 |
Diversified FMCG | 2.69 | - |
Banks | 9.75 | 2.48 |
Pharmaceuticals & Biotechnology | 8.84 | 4.67 |
Transport Services | 0.58 | 4.29 |
IT - Software | 5.11 | - |
Industrial Manufacturing | 1.27 | - |
Automobiles | 4.05 | 5.02 |
Personal Products | 1.52 | - |
Healthcare Services | 7.3 | - |
Industrial Products | 6.55 | 5.85 |
Finance | 0.82 | 9.89 |
Telecom - Services | 6.53 | - |
Aerospace & Defense | 0.62 | 0.9 |
Electrical Equipment | 0.29 | - |
Financial Technology (Fintech) | 2.52 | - |
Power | 2.47 | - |
Chemicals & Petrochemicals | 2.43 | 8.1 |
Retailing | 6.12 | - |
Leisure Services | 4.1 | - |
Auto Components | 3.53 | 1.62 |
Capital Markets | 0.99 | - |
Realty | 0.91 | 5.15 |
Insurance | 1.46 | - |
Commercial Services & Supplies | 0.6 | - |
Cement & Cement Products | - | 15.83 |
Oil | - | 2.71 |
Food Products | - | 5.22 |
Diversified | - | 2.61 |
Transport Infrastructure | - | 4.91 |
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