Axis Focused Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11553 Cr | ₹12350 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 26 Jul 2007 | 29 Jun 2012 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.24% | 180% |
Expense Ratio | 1.78 | 1.74 |
Manager | Sandeep Manam | Shreyash Devalkar |
ISIN Code | INF090I01981 | INF846K01CH7 |
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 | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.82% | 3.21% |
6 Month | -1.64% | -1.92% |
1 Year | 6.23% | 6.23% |
3 Year | 17.53% | 7.92% |
5 Year | 25.59% | 15.16% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.11% | 2.91% |
1 Year | -4.33% | 0.66% |
3 Year | 15.45% | 12.12% |
5 Year | 18.47% | 10.27% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.63% | 14.68% |
3 Year | 15.24% | 14.5% |
5 Year | 17.1% | 13.74% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.81% | 15.748% |
Sharp | 0.58% | -0.086% |
Beta | 0.87% | 0.984% |
Alpha | 1.68% | -7.923% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sandeep Manam | Shreyash Devalkar |
Total AUM | ₹74256 Cr | ₹166770 Cr |
Funds Managed | 20 | 14 |
Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.35 | 6.92 |
Large Cap | 78.62 | 74.02 |
Mid Cap | 12.48 | 19.06 |
Small Cap | 4.55 | - |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.35 | 6.92 |
Energy | 5.06 | - |
Technology | 7.26 | 7.04 |
Basic Materials | 6.06 | 6.1 |
Consumer Defensive | 4.2 | 1.11 |
Financial Services | 35.09 | 33.08 |
Healthcare | 9.19 | 9.35 |
Industrials | 7.37 | 8.32 |
Communication Services | 5.61 | 8.65 |
Consumer Cyclical | 12.84 | 11.66 |
Real Estate | 2.96 | 2.84 |
Utilities | - | 4.95 |
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