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 Risk | Very High Risk |
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 | -6.18% | -3.11% |
6 Month | -12.17% | -16.39% |
1 Year | 12.76% | 2.36% |
3 Year | 24.93% | 19.83% |
5 Year | 24.6% | 20.63% |
SIP Return Analysis
Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -7.49% | -16.17% |
3 Year | 27.78% | 17.14% |
5 Year | 26.88% | 21.76% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 14.14% | 13.92% |
3 Year | 15.15% | 15.53% |
5 Year | 14.91% | 15.12% |
Risk Management
Scheme Name | Franklin India Opportunities Fund - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 14.87% | 15.812% |
Sharp | 1.12% | 0.9% |
Beta | 0.99% | - |
Alpha | 10.24% | - |
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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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