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

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Franklin India Focused Equity Fund - Growth Plan

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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)	₹12669 Cr	₹8062 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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	1.1%	2.12%
6 Month	4.68%	6.38%
1 Year	2.47%	6.18%
3 Year	14.96%	15.73%
5 Year	19.77%	16.66%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	2.79%	5.54%
1 Year	14.04%	19.55%
3 Year	14.09%	16.4%
5 Year	15.43%	15.3%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	11.7%	12.33%
3 Year	15.76%	12.7%
5 Year	17.88%	13.94%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	11.76%	12.26%
Sharp	0.72%	0.72%
Beta	0.85%	0.91%
Alpha	1.12%	0.98%

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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	4.23	2.57
Large Cap	76.83	82.97
Mid Cap	12.3	11.68
Small Cap	6.65	2.05

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	4.23	2.57
Petroleum Products	5.63	6.1
Personal Products	1.27	-
Diversified FMCG	2.77	-
Banks	28.14	20.5
Pharmaceuticals & Biotechnology	8.42	2.43
Ferrous Metals	3.61	-
Transport Services	4.32	-
Agricultural, Commercial & Construction Vehicles	1.6	-
Chemicals & Petrochemicals	1.05	-
Industrial Products	4.12	-
Consumer Durables	0.5	6.06
Telecom - Services	6.32	4.4
Financial Technology (Fintech)	2.82	-
IT - Software	6.28	13.41
Automobiles	3.94	5.64
Realty	3.44	2.85
Retailing	6.72	6.07
Insurance	2.72	3.48
Leisure Services	2.11	-
Construction	-	4.34
Non - Ferrous Metals	-	3.31
Agricultural Food & other Products	-	1.82
Finance	-	5.83
Cement & Cement Products	-	1.91
Power	-	3.01
Transport Infrastructure	-	2.92
Beverages	-	2.62