Compare Mutual Funds

Insights from Fund Comparison

• Both Aditya Birla SL Infrastructure Fund - (IDCW) and Franklin India Opportunities Fund - Direct (IDCW) are Sectoral / Thematic, Equity schemes. Aditya Birla SL Infrastructure Fund - (IDCW) is 20 yrs 2 m old and manages ₹1,119.54 Crs, whereas Franklin India Opportunities Fund - Direct (IDCW) is 13 yrs 3 m old with ₹8,428.48 Crs.
• Aditya Birla SL Infrastructure Fund - (IDCW) is older, but Franklin India Opportunities Fund - Direct (IDCW) is larger — suggesting that while Aditya Birla SL Infrastructure Fund - (IDCW) has more experience, Franklin India Opportunities Fund - Direct (IDCW) may be attracting recent investor interest.
• Aditya Birla SL Infrastructure Fund - (IDCW) has its top 3 sectors in Infrastructure Developers & Operators (14.60%), Capital Goods - Electrical Equipment (13.46%), and Capital Goods-Non Electrical Equipment (7.06%), while Franklin India Opportunities Fund - Direct (IDCW) focuses on Banks (18.54%), Automobile (8.41%), and IT - Software (7.53%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Aditya Birla SL Infrastructure Fund - (IDCW) holds Larsen & Toubro Limited (7.25%), Bharti Airtel Limited (5.78%), NTPC Limited (4.20%), Reliance Industries Limited (4.07%), and UltraTech Cement Limited (3.78%), whereas Franklin India Opportunities Fund - Direct (IDCW) holds Axis Bank Ltd (6.48%), Oil & Natural Gas Corporation Ltd (4.37%), State Bank of India (4.23%), Amphenol Corp (3.70%), and NTPC Ltd (3.59%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Aditya Birla SL Infrastructure Fund - (IDCW) has 94.55% equity and 0.00% debt, while Franklin India Opportunities Fund - Direct (IDCW) has 94.26% equity and 0.29% debt.
• Risk profile is similar for both funds.
• Aditya Birla SL Infrastructure Fund - (IDCW) outperformed Franklin India Opportunities Fund - Direct (IDCW) in 3 Months, 6 Months, 1 Year (returns: -7.07%, -5.90%, 3.67% ) but underperformed in 3 Years, 5 Years (returns: 19.04%, 17.30%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.