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 | Very High |
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 | 6.7% | -100% |
6 Month | -12.39% | -100% |
1 Year | 15.08% | -100% |
3 Year | 27.61% | -100% |
5 Year | 34.05% | -100% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
6 Month | -7.36% | -4.23% |
1 Year | -11.38% | -11.46% |
3 Year | 27.69% | 10.52% |
5 Year | 26.24% | 11.18% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
1 Year | 13.98% | 18.99% |
3 Year | 15.3% | 13.85% |
5 Year | 14.97% | 7.67% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.87% | 14.21% |
Sharp | 1.03% | 0.361% |
Beta | 1.01% | - |
Alpha | 10.23% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 6.26 | 5.33 |
Large Cap | 41.2 | 49.88 |
Small Cap | 36 | 0 |
Mid Cap | 16.54 | 44.78 |
Sector Allocation
Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Others | 8.39 | 5.33 |
Energy | 4.23 | 0.84 |
Communication Services | 9.89 | 4.46 |
Industrials | 8.55 | 4.39 |
Consumer Cyclical | 20.06 | 4.18 |
Consumer Defensive | 3.9 | 0 |
Financial Services | 10.86 | 30.17 |
Healthcare | 13.23 | 8.14 |
Technology | 8.54 | 19.92 |
Basic Materials | 8.23 | 15.9 |
Real Estate | 2.5 | 0 |
Utilities | 1.62 | 6.67 |
Top Comparisons
ICICI Prudential Money Market Fund Option - Growth
3Y Returns6.96%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns6.49%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns6.78%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns7.37%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.18%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.21%
KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%