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Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth vs Franklin India Opportunities Fund - Direct - Growth
Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth and Franklin India Opportunities Fund are both in the Sectoral/ Thematic category, from Aditya Birla Sun Life AMC Limited and Franklin Templeton Asset Management (India) Private Limited respectively. Franklin India Opportunities Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Franklin India Opportunities Fund has the lower direct-plan expense ratio, by 0.18 percentage points.
| Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth | Franklin India Opportunities Fund - Direct - Growth | |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| AMC | Aditya Birla Sun Life AMC Limited | Franklin Templeton Asset Management (India) Private Limited |
| Benchmark | Nifty Transportation & Logistics TRI | Nifty 500 TRI |
| NAV | ₹16.87 (2026-10-28) | ₹276.9738 (2026-10-28) |
| AUM | ₹1,617.931 Cr | ₹9,055.35 Cr |
| Expense Ratio (Direct) | 1.06% | 0.88% |
| Inception | 2023-10-27 | 2000-02-21 |
Returns
Risk Metrics
Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth has been the more volatile of the two by standard deviation.
Portfolio Analytics
Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth | Franklin India Opportunities Fund - Direct - Growth | |
|---|---|---|
| P/E Ratio | 37.9241 | 32.3127 |
| P/B Ratio | 6.28 | - |
| Dividend Yield | 0.6402% | 0.5729% |
| Active Share | - | 84.75% |
| Portfolio Turnover | 33% | 73.50999999999999% |
| YTM | - | 5.3428% |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a lower expense ratio, Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth or Franklin India Opportunities Fund?
Franklin India Opportunities Fund's direct-plan expense ratio is 0.18 percentage points lower than Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth or Franklin India Opportunities Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth has been more volatile than Franklin India Opportunities Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.59 for Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth vs 0.57 for Franklin India Opportunities Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth or Franklin India Opportunities Fund?
Franklin India Opportunities Fund has ₹9,055 Cr in assets under management, versus ₹1,618 Cr for Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth or Franklin India Opportunities Fund?
Franklin India Opportunities Fund launched on 2000-02-21, making it older than Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth (launched 2023-10-27). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.