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) | ₹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 |
Trailing Lumpsum Returns
| 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% |
SIP Return Analysis
| 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% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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% |
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 | 4.23 | 2.57 |
| Large Cap | 76.83 | 82.97 |
| Mid Cap | 12.3 | 11.68 |
| Small Cap | 6.65 | 2.05 |
Sector Allocation
| 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 |
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