Edelweiss Focused Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | Edelweiss Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12263 Cr | ₹958 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 26 Jul 2007 | 01 Aug 2022 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.24% | 49% |
Expense Ratio | 1.78 | 2.24 |
Manager | Sandeep Manam | Trideep Bhattacharya |
ISIN Code | INF090I01981 | INF754K01OL0 |
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 | Edelweiss 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 | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.39% | 3.25% |
6 Month | 15.36% | 14.04% |
1 Year | -1.86% | -3.15% |
3 Year | 16.62% | 17.27% |
5 Year | 24.5% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.29% | 3.35% |
1 Year | 11.55% | 8.15% |
3 Year | 15.42% | 15.88% |
5 Year | 16.85% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.17% | 26.4% |
3 Year | 15.53% | 17.39% |
5 Year | 17.45% | - |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.81% | 13.16% |
Sharp | 0.83% | 0.69% |
Beta | 0.85% | 0.94% |
Alpha | 2.01% | 1.70% |
Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Sandeep Manam | Trideep Bhattacharya |
Total AUM | ₹74256 Cr | ₹0 Cr |
Funds Managed | 20 | 9 |
Franklin India Focused Equity Fund - Growth Plan | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.21 | 8.65 |
Large Cap | 79.12 | 68.96 |
Mid Cap | 11.3 | 22.39 |
Small Cap | 5.37 | - |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.21 | 2.43 |
Energy | 5.31 | 6.07 |
Consumer Defensive | 4.49 | 4.36 |
Financial Services | 34.37 | 32.48 |
Healthcare | 8.7 | 3.84 |
Basic Materials | 4.27 | 6.82 |
Industrials | 10.14 | 11.45 |
Communication Services | 6.01 | - |
Technology | 6.04 | 11.69 |
Consumer Cyclical | 13.32 | 16.16 |
Real Estate | 3.14 | 1.51 |
Utilities | - | 3.19 |
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