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) | ₹11553 Cr | ₹7354 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 | 6% | 8.01% |
6 Month | 2.53% | 4.58% |
1 Year | 8.27% | 14.57% |
3 Year | 21.15% | 19.46% |
5 Year | 27.43% | 23.34% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 5.18% | 6.92% |
1 Year | 3.27% | 8.8% |
3 Year | 17.17% | 18.47% |
5 Year | 19.02% | 17.17% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 12.63% | 12.97% |
3 Year | 15.24% | 12.3% |
5 Year | 17.1% | 13.39% |
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 | 0.83% | 0.7% |
Beta | 0.87% | 0.89% |
Alpha | 2.78% | 0.77% |
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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 |
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 | 5.19 | 1 |
Large Cap | 79.7 | 83.9 |
Mid Cap | 10.73 | 12.69 |
Small Cap | 4.4 | 1.59 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 5.19 | 1 |
Petroleum Products | 5.15 | 5.48 |
IT - Software | 6.91 | 11.91 |
Cement & Cement Products | 0.8 | 1.9 |
Personal Products | 1.47 | - |
Diversified FMCG | 2.68 | - |
Banks | 30.41 | 21.84 |
Pharmaceuticals & Biotechnology | 9.3 | 3.01 |
Ferrous Metals | 3.38 | - |
Transport Services | 3.48 | - |
Chemicals & Petrochemicals | 1.34 | - |
Industrial Products | 3.42 | - |
Consumer Durables | 0.5 | 4.14 |
Telecom - Services | 5.93 | 5.22 |
Financial Technology (Fintech) | 2.51 | - |
Automobiles | 3.54 | 8.85 |
Realty | 2.89 | 2.79 |
Retailing | 5.06 | 3.85 |
Auto Components | 0.75 | - |
Insurance | 2.71 | 5.32 |
Leisure Services | 2.6 | - |
Construction | - | 4.48 |
Non - Ferrous Metals | - | 2.77 |
Agricultural Food & other Products | - | 2.42 |
Finance | - | 5.46 |
Power | - | 3.8 |
Transport Infrastructure | - | 1.99 |
Beverages | - | 2.95 |
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