Aditya Birla Sun Life Focused Equity Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹10390 Cr ₹6778 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jul 2007 05 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 1.8 1.85
Manager Sandeep Manam Dhaval Joshi
ISIN Code INF090I01981 INF209K01462
Exits Load Exit load of 1% if redeemed within 1 year/365 1% for redemption within 90 days/365

Trailing Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 5.4% 4.8%
6 Month 21.14% 17.62%
1 Year 39.87% 35.95%
3 Year 21.78% 17.71%
5 Year 20.69% 17.59%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 17.62% 15.15%
3 Year 41.15% 33.2%
5 Year 84.06% 62.4%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 24.6% 19.79%
3 Year 63% 47.91%
5 Year 90.59% 69.28%

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 1.14% 0.8%
Beta 0.87% 0.94%
Alpha 2.94% -1.67%

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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
Fund Manage 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

Large Cap 73.36 82.9
Small Cap 5.46 1.84
Mid Cap 18.09 11.95
Others 3.12 3.32

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Financial 28.83 33.34
Technology 7.07 10.52
Communication 5.04 5.74
Energy 5 9.17
Construction 8.93 9.13
Healthcare 8.9 4.04
Capital Goods 6.08 -
Automobile 7.02 8.17
Services 9.85 -
Metals & Mining 3.14 -
Others 2.9 2.93
Consumer Staples 1.97 6.37
Insurance 1.54 2.78
Chemicals 1.47 -
Materials 2.29 3.82
Consumer Discretionary - 4

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