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) | ₹12263 Cr | ₹12286 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 | 2.2% | 2.62% |
6 Month | 14.77% | 15.49% |
1 Year | -2.48% | -2.01% |
3 Year | 15.71% | 9.35% |
5 Year | 24.38% | 13.42% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.29% | 3.44% |
1 Year | 11.55% | 11.64% |
3 Year | 15.42% | 13.06% |
5 Year | 16.85% | 9.95% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.17% | 13.51% |
3 Year | 15.53% | 14.29% |
5 Year | 17.45% | 14.05% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.81% | 13.69% |
Sharp | 0.83% | 0.18% |
Beta | 0.85% | 0.92% |
Alpha | 2.01% | -4.75% |
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 | 4.76 | 15.04 |
Large Cap | 78.39 | 67 |
Mid Cap | 11.24 | 17.96 |
Small Cap | 5.6 | - |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.76 | 6.51 |
Energy | 5.37 | - |
Consumer Defensive | 4.3 | 1.35 |
Financial Services | 35 | 33.92 |
Healthcare | 8.78 | 10.63 |
Basic Materials | 4.32 | 3.56 |
Industrials | 9.72 | 10.58 |
Communication Services | 6.01 | 8.61 |
Technology | 5.13 | 5.17 |
Consumer Cyclical | 13.15 | 12.85 |
Real Estate | 3.47 | 3.58 |
Utilities | - | 3.25 |
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