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) | ₹12147 Cr | ₹7774 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 | 2.87% | 3.3% |
6 Month | 2.54% | 4.66% |
1 Year | 1.21% | 6.55% |
3 Year | 21.32% | 20.19% |
5 Year | 24.49% | 20.93% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 8.31% | 9.48% |
1 Year | 9.33% | 13.22% |
3 Year | 16.96% | 18.38% |
5 Year | 18.68% | 17.01% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 12.44% | 12.74% |
3 Year | 15.33% | 12.42% |
5 Year | 17.24% | 13.62% |
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 | 0.95% | 0.83% |
Beta | 0.88% | 0.9% |
Alpha | 1.7% | -0.11% |
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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 | 5.31 | 4.83 |
Large Cap | 78.42 | 80.57 |
Mid Cap | 11.06 | 11.95 |
Small Cap | 5.19 | 1.88 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 5.31 | 4.83 |
Petroleum Products | 5.38 | 5.78 |
Personal Products | 1.31 | - |
Diversified FMCG | 2.75 | - |
Banks | 30.78 | 21.81 |
Pharmaceuticals & Biotechnology | 8.64 | 2.75 |
Ferrous Metals | 3.31 | - |
Transport Services | 3.88 | - |
Agricultural, Commercial & Construction Vehicles | 0.68 | - |
Chemicals & Petrochemicals | 1.28 | - |
Industrial Products | 3.75 | - |
Consumer Durables | 0.54 | 4.22 |
Telecom - Services | 5.96 | 4.46 |
Financial Technology (Fintech) | 2.61 | - |
IT - Software | 5.99 | 12.54 |
Automobiles | 3.55 | 7.64 |
Realty | 3.18 | 2.47 |
Retailing | 5.66 | 3.97 |
Insurance | 3.01 | 4.87 |
Leisure Services | 2.41 | - |
Construction | - | 4.1 |
Non - Ferrous Metals | - | 2.56 |
Agricultural Food & other Products | - | 1.6 |
Finance | - | 5.17 |
Cement & Cement Products | - | 1.86 |
Power | - | 3.36 |
Transport Infrastructure | - | 2.29 |
Beverages | - | 2.95 |
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