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Franklin India Opportunities Fund - Direct - Growth vs Tata Resources & Energy Fund-Direct Plan-Growth
Franklin India Opportunities Fund and Tata Resources & Energy Fund- are both in the Sectoral/ Thematic category, from Franklin Templeton Asset Management (India) Private Limited and Tata Asset Management Limited respectively. Tata Resources & Energy Fund- has posted a higher 3-year rolling CAGR. Tata Resources & Energy Fund- has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Tata Resources & Energy Fund- has the lower direct-plan expense ratio, by 0.04 percentage points.
| Franklin India Opportunities Fund - Direct - Growth | Tata Resources & Energy Fund-Direct Plan-Growth | |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| AMC | Franklin Templeton Asset Management (India) Private Limited | Tata Asset Management Limited |
| Benchmark | Nifty 500 TRI | Nifty Commodities TRI |
| NAV | ₹276.9738 (2026-10-28) | ₹53.8222 (2026-10-28) |
| AUM | ₹9,055.35 Cr | ₹1,326.7 Cr |
| Expense Ratio (Direct) | 0.88% | 0.84% |
| Inception | 2000-02-21 | 2015-12-04 |
Returns
Tata Resources & Energy Fund- leads on 3-year rolling CAGR (19.6% vs Franklin India Opportunities Fund's 19.1%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Tata Resources & Energy Fund- has been the more volatile of the two by standard deviation.
| Franklin India Opportunities Fund - Direct - Growth | Tata Resources & Energy Fund-Direct Plan-Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.57 | 0.32 |
| 3Y Alpha | 7.869% | 1.3481% |
| 3Y Std Deviation | 15.902% | 16.9361% |
| 3Y Calmar Ratio | 0.90 | 0.62 |
Portfolio Analytics
Franklin India Opportunities Fund 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.
| Franklin India Opportunities Fund - Direct - Growth | Tata Resources & Energy Fund-Direct Plan-Growth | |
|---|---|---|
| P/E Ratio | 32.3127 | 18.1025 |
| P/B Ratio | - | 10.3901 |
| Dividend Yield | 0.5729% | 2.003% |
| Active Share | 84.75% | 48.09% |
| Portfolio Turnover | 73.50999999999999% | - |
| YTM | 5.3428% | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Franklin India Opportunities Fund and Tata Resources & Energy Fund- carry the same Punji Quality grade.
Frequently asked questions
Which has a higher 3-year return, Franklin India Opportunities Fund or Tata Resources & Energy Fund-?
Tata Resources & Energy Fund-'s 3-year rolling CAGR of 19.6% is higher than Franklin India Opportunities Fund's 19.1%. Tata Resources & Energy Fund- sits in the 73rd percentile of its category on this metric, versus the 70th percentile for Franklin India Opportunities Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Franklin India Opportunities Fund or Tata Resources & Energy Fund-?
Tata Resources & Energy Fund-'s direct-plan expense ratio is 0.04 percentage points lower than Franklin India Opportunities Fund'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, Franklin India Opportunities Fund or Tata Resources & Energy Fund-?
By standard deviation (a measure of how much a fund's returns swing around its own average), Tata Resources & Energy Fund- 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 (0.57 for Franklin India Opportunities Fund vs 0.32 for Tata Resources & Energy 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, Franklin India Opportunities Fund or Tata Resources & Energy Fund-?
Franklin India Opportunities Fund has ₹9,055 Cr in assets under management, versus ₹1,327 Cr for Tata Resources & Energy Fund-. 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, Franklin India Opportunities Fund or Tata Resources & Energy Fund-?
Franklin India Opportunities Fund launched on 2000-02-21, making it older than Tata Resources & Energy Fund- (launched 2015-12-04). 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.