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) ₹12068 Cr ₹7729 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 1.76 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 3.56% 2.13%
6 Month 7.21% 9.52%
1 Year 26.94% 27.5%
3 Year 18.02% 14.83%
5 Year 21.03% 17.83%

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 20.38% 20.72%
3 Year 23.98% 22.16%
5 Year 24.34% 20.49%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 12.6% 12.77%
3 Year 15.23% 12.19%
5 Year 16.85% 13.25%

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 0.87% 0.66%
Beta 0.9% 0.93%
Alpha 2.34% -0.79%

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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

Others 5.14 5.17
Small Cap 4.04 2.27
Large Cap 76.39 79.66
Mid Cap 14.45 12.51

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 5.14 5.17
Realty 3.3 2.5
Petroleum Products 5.93 4.8
IT - Software 5.82 12.49
Cement & Cement Products 1.58 1.74
Personal Products 1.12 -
Diversified FMCG 2.83 1.61
Banks 28.65 23.64
Pharmaceuticals & Biotechnology 9.58 4.3
Ferrous Metals 3.08 -
Transport Services 2.99 -
Chemicals & Petrochemicals 1.68 -
Industrial Products 4.66 -
Consumer Durables 0.74 4.26
Telecom - Services 5.21 5.39
Financial Technology (Fintech) 3.24 -
Automobiles 2.94 7.91
Retailing 4.71 -
Auto Components 2.1 -
Insurance 2.57 5.47
Leisure Services 2.15 -
Construction - 4.42
Non - Ferrous Metals - 1.7
Agricultural Food & other Products - 2.05
Finance - 4.67
Power - 4.59
Beverages - 2.9

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