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) | ₹12303 Cr | ₹7649 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 | 0.65% | 1.67% |
6 Month | 9.57% | 9.89% |
1 Year | 1.81% | 2.39% |
3 Year | 17.23% | 16.93% |
5 Year | 24.19% | 18.78% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 2.82% | 2.44% |
1 Year | 12.9% | 12.48% |
3 Year | 15.11% | 15.56% |
5 Year | 16.45% | 14.97% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 12% | 12.49% |
3 Year | 15.65% | 12.57% |
5 Year | 17.65% | 13.8% |
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 | 0.86% | 0.79% |
Beta | 0.86% | 0.91% |
Alpha | 1.17% | 0.09% |
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 | 3.86 | 13.75 |
Large Cap | 79.37 | 76.87 |
Mid Cap | 11.26 | 7.54 |
Small Cap | 5.52 | 1.84 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 3.86 | 4.88 |
Energy | 5.32 | 5.9 |
Consumer Defensive | 4.23 | 4.42 |
Financial Services | 34.22 | 29.04 |
Healthcare | 8.42 | 2.41 |
Basic Materials | 4.57 | 5.19 |
Industrials | 10.61 | 6.82 |
Communication Services | 5.95 | 4.24 |
Technology | 6.1 | 13.64 |
Consumer Cyclical | 13.33 | 17.47 |
Real Estate | 3.37 | 2.78 |
Utilities | - | 3.21 |
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