Tata Quant Fund vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹4576 Cr ₹63 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2000 22 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 1.87 2.38
Manager R Janakiraman Sailesh Jain
ISIN Code INF090I01841 INF277K016Y9
Exits Load Exit load of 1% if redeemed within 1 year/365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
1 Month -5.65% -8.17%
6 Month 4.89% 4.01%
1 Year 46.7% 16.35%
3 Year 23.56% 11.29%
5 Year 26.58% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
6 Month - -
1 Year 34.03% 16.8%
3 Year 39.6% 19.74%
5 Year 33.31% -

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
1 Year 13.49% 19.71%
3 Year 14.89% 13.98%
5 Year 14.79% -

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
Standard Deviation 14.87% 11.53%
Sharp 1.19% 0.68%
Beta 0.97% 0.8%
Alpha 9.72% -0.77%

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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 10.97 7.06
Large Cap 36.15 42.64
Small Cap 43.6 -
Mid Cap 9.26 50.3

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

Tata Quant Fund-Regular Plan-Growth

Others 5.98 2.91
Energy 6.18 -
Technology 5.96 0.81
Metals & Mining 3.34 -
Construction 3.01 3.57
Financial 7.34 13.42
Automobile 8.9 5.76
Healthcare 9.45 17.39
Capital Goods 19.93 0.27
Services 12.88 16.01
Chemicals 3.64 8.88
Consumer Discretionary 6.32 0.48
Communication 6.23 13.41
Materials 0.82 1.22
Insurance - 8.53
Consumer Staples - 6.72
Textiles - 0.62

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