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) ₹5623 Cr ₹68 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 1.81 2.39
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 -5.07% -5.97%
6 Month -2.41% -8.23%
1 Year 25.9% 6.16%
3 Year 25.36% 11.04%
5 Year 26.23% -

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth Tata Quant Fund-Regular Plan-Growth
6 Month - -
1 Year 11.82% -5.75%
3 Year 34.94% 12.23%
5 Year 30.77% -

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 1.22% 0.68%
Beta 0.97% 0.8%
Alpha 10.85% -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 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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