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) | ₹12303 Cr | ₹12257 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 | 2.57% | 3% |
| 6 Month | 6.55% | 6.28% |
| 1 Year | 5.15% | 4.91% |
| 3 Year | 15.75% | 11.06% |
| 5 Year | 24.19% | 13% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.47% | -0.67% |
| 1 Year | 7.33% | 5.65% |
| 3 Year | 12.72% | 10.31% |
| 5 Year | 14.94% | 8.29% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12% | 13.08% |
| 3 Year | 15.65% | 14.22% |
| 5 Year | 17.65% | 13.94% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.78% | 13.40% |
| Sharp | 0.75% | 0.37% |
| Beta | 0.85% | 0.92% |
| Alpha | 0.86% | -3.77% |
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 | 3.86 | 14.31 |
| Large Cap | 79.37 | 66.71 |
| Mid Cap | 11.26 | 18.03 |
| Small Cap | 5.52 | 0.95 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.86 | 4.84 |
| Energy | 5.32 | - |
| Consumer Defensive | 4.23 | 1.35 |
| Financial Services | 34.22 | 33.39 |
| Healthcare | 8.42 | 11.62 |
| Basic Materials | 4.57 | 3.74 |
| Industrials | 10.61 | 11.87 |
| Communication Services | 5.95 | 8.58 |
| Technology | 6.1 | 4.65 |
| Consumer Cyclical | 13.33 | 13.53 |
| Real Estate | 3.37 | 3.41 |
| Utilities | - | 3.03 |
Top Comparisons
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.73%
Quant Large Cap Fund Regular - Growth
3Y Returns15.15%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns7.18%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.19%
Franklin India Retirement Fund - Growth
3Y Returns10.47%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns13.36%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns17%
HSBC Consumption Fund - Regular (G)
3Y Returns0%