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Edelweiss Focused Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹12669 Cr ₹1041 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 -0.24% 0.17%
6 Month 4.79% 3.78%
1 Year 1.84% -1.84%
3 Year 15.09% 16.74%
5 Year 19.19% -

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan Edelweiss Focused Fund - Regular Plan - Growth
6 Month 1.67% 1.82%
1 Year 13.37% 11.34%
3 Year 13.68% 13.93%
5 Year 15.08% -

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Edelweiss Focused Fund - Regular Plan - Growth
1 Year 11.7% 21.32%
3 Year 15.76% 16.65%
5 Year 17.88% -

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 11.81% 12.92%
Sharp 0.8% 0.75%
Beta 0.85% 0.95%
Alpha 0.89% 1.56%

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 4.23 13.78
Large Cap 79.95 61.19
Mid Cap 10.23 25.03
Small Cap 5.59 -

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Edelweiss Focused Fund - Regular Plan - Growth

Others 4.23 1.49
Energy 5.63 6.19
Consumer Defensive 4.04 4.02
Financial Services 33.67 31.16
Healthcare 8.42 5.64
Basic Materials 4.66 7.55
Industrials 10.54 12.62
Communication Services 6.32 -
Technology 6.28 11.73
Consumer Cyclical 12.77 15.04
Real Estate 3.44 1.5
Utilities - 3.05

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