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 5.64% 2.48%
6 Month 28.03% 23.86%
1 Year 63.22% 35.04%
3 Year 28.87% 16.51%
5 Year 30.1% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
6 Month - -
1 Year 30.85% 13.63%
3 Year 74.63% 32.14%
5 Year 126.93% 45%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
1 Year 32.18% 16.47%
3 Year 87.96% 39.47%
5 Year 140.44% 51%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
Standard Deviation 14.87% 11.53%
Sharp 1.48% 0.68%
Beta 0.95% 0.8%
Alpha 9.52% -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
Communication 6.23 13.41
Financial 7.34 13.42
Services 12.88 16.01
Energy 6.18 -
Capital Goods 19.93 0.27
Consumer Discretionary 6.32 0.48
Construction 3.01 3.57
Healthcare 9.45 17.39
Chemicals 3.64 8.88
Automobile 8.9 5.76
Metals & Mining 3.34 -
Technology 5.96 0.81
Materials 0.82 1.22
Insurance - 8.53
Consumer Staples - 6.72
Textiles - 0.62

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