UTI vs Franklin India Opportunities Fund compare

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tortoise-icon Franklin India Opportunities Fund - Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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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 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) ₹5623 Cr ₹3478 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 1.81 1.93
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 -5.07% -3.33%
6 Month -2.41% -11.72%
1 Year 25.9% 12.78%
3 Year 25.36% 20.39%
5 Year 26.23% 20.12%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 11.82% -4.59%
3 Year 34.94% 22.24%
5 Year 30.77% 24.35%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 13.49% 13.71%
3 Year 14.89% 15.14%
5 Year 14.79% 14.74%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 14.87% 14.14%
Sharp 1.22% 1.69%
Beta 0.97% 0.94%
Alpha 10.85% -1.54%

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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
Fund Manage 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 7.59 4.07
Large Cap 38.03 73.25
Small Cap 40.76 8.18
Mid Cap 13.6 14.49

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 7.59 4.07
Petroleum Products 2.65 -
IT - Services 0.95 -
Construction 2.7 -
Consumer Durables 5.04 -
Diversified FMCG 2.69 -
Banks 9.75 -
Pharmaceuticals & Biotechnology 8.84 -
Transport Services 0.58 8
IT - Software 5.11 -
Industrial Manufacturing 1.27 -
Automobiles 4.05 57.44
Personal Products 1.52 -
Healthcare Services 7.3 -
Industrial Products 6.55 0.91
Finance 0.82 0.42
Telecom - Services 6.53 -
Aerospace & Defense 0.62 -
Electrical Equipment 0.29 -
Financial Technology (Fintech) 2.52 -
Power 2.47 -
Chemicals & Petrochemicals 2.43 -
Retailing 6.12 2.38
Leisure Services 4.1 -
Auto Components 3.53 18.94
Capital Markets 0.99 -
Realty 0.91 -
Insurance 1.46 -
Commercial Services & Supplies 0.6 0.11
Agricultural, Commercial & Construction Vehicles - 2.04
Transport Infrastructure - 5.68

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