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) | ₹12669 Cr | ₹12445 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 | -1.17% | -2.57% |
| 6 Month | 4.45% | 0.7% |
| 1 Year | 3.76% | 0.93% |
| 3 Year | 15.05% | 10.72% |
| 5 Year | 18.92% | 8.26% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.67% | -0.57% |
| 1 Year | 13.37% | 8.31% |
| 3 Year | 13.68% | 10.53% |
| 5 Year | 15.08% | 8.45% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.62% | 12.46% |
| 3 Year | 15.71% | 14.09% |
| 5 Year | 17.91% | 13.74% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.81% | 15.43% |
| Sharp | 0.8% | 0.42% |
| Beta | 0.85% | 0.93% |
| Alpha | 0.89% | -3.72% |
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 | 3.28 | 12.52 |
| Large Cap | 79.41 | 68.49 |
| Mid Cap | 11.16 | 18.4 |
| Small Cap | 6.14 | 0.6 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.28 | 3.02 |
| Energy | 5.87 | - |
| Consumer Defensive | 2.74 | 1.69 |
| Financial Services | 34.44 | 34.28 |
| Healthcare | 8.76 | 11.54 |
| Basic Materials | 5.43 | 3.46 |
| Industrials | 10.36 | 11.97 |
| Communication Services | 6.4 | 9.16 |
| Technology | 6.37 | 4.67 |
| Consumer Cyclical | 13.13 | 13.51 |
| Real Estate | 3.23 | 3.73 |
| Utilities | - | 2.98 |
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