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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) ₹12421 Cr ₹7731 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 -1.18% -1.55%
6 Month 12.53% 10.89%
1 Year -3.02% -2.42%
3 Year 16.68% 15.09%
5 Year 22.17% 17.54%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month 1.79% -0.52%
1 Year 4.67% 1.52%
3 Year 14.09% 13.48%
5 Year 16.66% 14.07%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 12.17% 12.63%
3 Year 15.53% 12.49%
5 Year 17.45% 13.73%

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 0.97% 0.82%
Beta 0.85% 0.91%
Alpha 1.91% -0.23%

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 4.76 12.95
Large Cap 78.39 77.58
Mid Cap 11.24 7.44
Small Cap 5.6 2.04

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 4.76 4.42
Energy 5.37 5.69
Consumer Defensive 4.3 4.32
Financial Services 35 30.55
Healthcare 8.78 2.82
Basic Materials 4.32 4.82
Industrials 9.72 6.28
Communication Services 6.01 4.62
Technology 5.13 13.55
Consumer Cyclical 13.15 17.14
Real Estate 3.47 2.4
Utilities - 3.38

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