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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 | 4.03% | -100% |
| 6 Month | -5.63% | -100% |
| 1 Year | 14.46% | -100% |
| 3 Year | 28.44% | -100% |
| 5 Year | 32.91% | -100% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.95% | -4.23% |
| 1 Year | -5.63% | -11.46% |
| 3 Year | 28.9% | 10.52% |
| 5 Year | 26.71% | 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 | 1.08% | 0.361% |
| Beta | 1.01% | - |
| Alpha | 11.18% | - |
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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 |
| 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 | 9.46 | 5.33 |
| Large Cap | 43.97 | 49.88 |
| Small Cap | 31.26 | 0 |
| Mid Cap | 15.31 | 44.78 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Others | 11.49 | 5.33 |
| Energy | 4.32 | 0.84 |
| Communication Services | 9.09 | 4.46 |
| Industrials | 6.9 | 4.39 |
| Consumer Cyclical | 19.47 | 4.18 |
| Consumer Defensive | 3.74 | 0 |
| Financial Services | 13.37 | 30.17 |
| Healthcare | 11.56 | 8.14 |
| Technology | 7.97 | 19.92 |
| Basic Materials | 8.49 | 15.9 |
| Real Estate | 2.22 | 0 |
| Utilities | 1.37 | 6.67 |
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