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UTI vs Franklin India Opportunities Fund compare
Franklin India Opportunities Fund - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5948 Cr | ₹3334 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 30 Jul 2005 |
| Category | Other Themes | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 84.04% | 14% |
| Expense Ratio | 1.8 | 1.96 |
| Manager | R Janakiraman | Sachin Trivedi |
| ISIN Code | INF090I01841 | INF789F01299 |
| 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 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 8.22% | 5.42% |
| 6 Month | -7.59% | -12.15% |
| 1 Year | 13.16% | -0.33% |
| 3 Year | 27.12% | 21.6% |
| 5 Year | 31.75% | 28.92% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -0.95% | -2.07% |
| 1 Year | -5.63% | -14.96% |
| 3 Year | 28.9% | 16.28% |
| 5 Year | 26.71% | 20.48% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 13.98% | 13.92% |
| 3 Year | 15.3% | 15.53% |
| 5 Year | 14.97% | 15.12% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 16.395% |
| Sharp | 1.08% | 0.801% |
| Beta | 1.01% | - |
| Alpha | 11.18% | - |
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Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | R Janakiraman | Sachin Trivedi |
| Total AUM | ₹50034 Cr | ₹7301 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 9.46 | 4.64 |
| Large Cap | 43.97 | 75.46 |
| Small Cap | 31.26 | 11.46 |
| Mid Cap | 15.31 | 8.44 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 11.49 | 4.64 |
| Energy | 4.32 | - |
| Communication Services | 9.09 | - |
| Industrials | 6.9 | 15.9 |
| Consumer Cyclical | 19.47 | 79.46 |
| Consumer Defensive | 3.74 | - |
| Financial Services | 13.37 | - |
| Healthcare | 11.56 | - |
| Technology | 7.97 | - |
| Basic Materials | 8.49 | - |
| Real Estate | 2.22 | - |
| Utilities | 1.37 | - |
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