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) ₹4576 Cr ₹3435 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2000 01 Aug 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 1.87 1.91
Manager R Janakiraman Sachin Trivedi
ISIN Code INF090I01841 INF789F01299
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month 3.79% -0.51%
6 Month 35.79% 23.56%
1 Year 65.93% 57.19%
3 Year 29.01% 33.46%
5 Year 30.93% 27.76%

SIP Return Analysis

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 30.85% 29.95%
3 Year 74.63% 70.77%
5 Year 126.93% 121.33%

Rolling Lumpsum Returns

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 32.18% 29.03%
3 Year 87.96% 82.61%
5 Year 140.44% 125.14%

Risk Management

Scheme Name Franklin India Opportunities Fund - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 14.87% 14.14%
Sharp 1.41% 1.69%
Beta 0.98% 0.94%
Alpha 10.03% -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 10.97 6.08
Large Cap 36.15 63.32
Small Cap 43.6 5.59
Mid Cap 9.26 25.01

Sector Allocation

Scheme Name

Franklin India Opportunities Fund - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 5.98 6.01
Energy 6.18 0.1
Technology 5.96 -
Metals & Mining 3.34 0.88
Construction 3.01 -
Financial 7.34 0.9
Automobile 8.9 74.8
Healthcare 9.45 -
Capital Goods 19.93 3.3
Services 12.88 14.01
Chemicals 3.64 -
Consumer Discretionary 6.32 -
Communication 6.23 -
Materials 0.82 -

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