Aditya Birla Sun Life Focused Equity Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11553 Cr | ₹7354 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Jul 2007 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.24% | 45% |
Expense Ratio | 1.78 | 1.82 |
Manager | Sandeep Manam | Dhaval Joshi |
ISIN Code | INF090I01981 | INF209K01462 |
Exits Load | Franklin India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | 1.65% | 1.74% |
6 Month | -2.82% | -0.53% |
1 Year | 2.68% | 8.2% |
3 Year | 20.83% | 19.7% |
5 Year | 24.68% | 21.67% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 6.46% | 7.31% |
1 Year | 3.55% | 7.89% |
3 Year | 15.93% | 17.25% |
5 Year | 18.13% | 16.37% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 12.44% | 12.74% |
3 Year | 15.33% | 12.42% |
5 Year | 17.24% | 13.62% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 11.81% | 12.25% |
Sharp | 0.95% | 0.83% |
Beta | 0.88% | 0.9% |
Alpha | 1.7% | -0.11% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Name | Sandeep Manam | Dhaval Joshi |
Total AUM | ₹74256 Cr | ₹361932 Cr |
Funds Managed | 20 | 55 |
Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 5.86 | 2.82 |
Large Cap | 79.22 | 82.09 |
Mid Cap | 10.19 | 12.34 |
Small Cap | 4.74 | 1.96 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 5.86 | 2.82 |
Petroleum Products | 5.4 | 5.85 |
IT - Software | 6.3 | 11.91 |
Personal Products | 1.34 | - |
Diversified FMCG | 2.79 | - |
Banks | 30.95 | 22.48 |
Pharmaceuticals & Biotechnology | 9.43 | 3.08 |
Ferrous Metals | 2.93 | - |
Transport Services | 3.69 | - |
Chemicals & Petrochemicals | 1.24 | - |
Industrial Products | 3.29 | - |
Consumer Durables | 0.49 | 4.06 |
Telecom - Services | 6.08 | 4.58 |
Financial Technology (Fintech) | 2.44 | - |
Automobiles | 3.58 | 7.36 |
Realty | 2.97 | 2.74 |
Retailing | 5.54 | 3.81 |
Auto Components | 0.22 | - |
Insurance | 2.8 | 5.66 |
Leisure Services | 2.67 | - |
Construction | - | 4.15 |
Non - Ferrous Metals | - | 2.59 |
Agricultural Food & other Products | - | 2.38 |
Finance | - | 5.02 |
Cement & Cement Products | - | 1.97 |
Power | - | 3.65 |
Transport Infrastructure | - | 1.99 |
Beverages | - | 3.11 |
Top Comparisons
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.56%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.29%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns8.02%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns7.51%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns27.86%
Quant Infrastructure Fund - Growth Option
3Y Returns23.97%
Franklin India Flexi Cap Fund - Growth
3Y Returns23.48%
Kotak Flexicap Fund - Growth
3Y Returns21.59%