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Compare Franklin India Opportunities Fund vs Union Innovation & Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.76 | 2.18 |
NAV | ₹250.01 | ₹14.14 |
Fund Started | 07 Feb 2000 | 16 Aug 2023 |
Fund Size | ₹7375.63 Cr | ₹1015.12 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | Exit load of 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
1.76
2.18
NAV
₹250.01
₹14.14
Fund Started
07 Feb 2000
16 Aug 2023
Fund Size
₹7375.63 Cr
₹1015.12 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 1 year.
Returns
1 Year | 2.63% | 5.58% |
3 Year | 28.99% | - |
5 Year | 29.08% | - |
1 Year
2.63%
5.58%
3 Year
28.99%
-
5 Year
29.08%
-
Holding Analysis
Equity | 93.69% | 96.99% |
Cash | 5.98% | 2.95% |
Equity
93.69%
96.99%
Cash
5.98%
2.95%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.59% |
Reliance Industries Ltd. | 5.10% |
Axis Bank Ltd. | 4.27% |
Eternal Ltd. | 3.98% |
Mphasis Ltd. | 3.08% |
Bharti Airtel Ltd. | 3.01% |
Maruti Suzuki India Ltd. | 2.90% |
NTPC Ltd. | 2.87% |
Sudarshan Chemical Industries Ltd. | 2.79% |
Mahindra & Mahindra Ltd. | 2.77% |
Name | Assets |
|---|---|
Eternal Ltd. | 4.92% |
GE Vernova T&D India Ltd. | 4.59% |
Info Edge (India) Ltd. | 3.72% |
Affle 3I Ltd. | 3.58% |
Suzlon Energy Ltd. | 3.29% |
Acutaas Chemicals Ltd. | 3.18% |
TVS Motor Company Ltd. | 3.06% |
PB Fintech Ltd. | 2.92% |
The Federal Bank Ltd. | 2.88% |
Dixon Technologies (India) Ltd. | 2.72% |
Fund Manager
Name | R Janakiraman | Hardick Bora |
Start Date | 01 Mar 2014 | 25 Jan 2023 |
Name
R Janakiraman
Hardick Bora
Start Date
01 Mar 2014
25 Jan 2023
About Fund
Description | The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization. | The Scheme seeks to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies. |
Launch Date | 07 Feb 2000 | 16 Aug 2023 |
Description
The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.
The Scheme seeks to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
Launch Date
07 Feb 2000
16 Aug 2023
