Franklin India Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Fund | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12669 Cr | ₹8062 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Jul 2007 | 24 Oct 2005 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.24% | 45% |
| Expense Ratio | 1.78 | 1.82 |
| Manager | Sandeep Manam | Dhaval Joshi |
| ISIN Code | INF090I01981 | INF209K01462 |
| 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 | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | -0.06% | 1.23% |
| 6 Month | 4.25% | 5.35% |
| 1 Year | 2.29% | 5.94% |
| 3 Year | 14.89% | 16.13% |
| 5 Year | 19.33% | 16.22% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 2.79% | 5.54% |
| 1 Year | 14.04% | 19.55% |
| 3 Year | 14.09% | 16.4% |
| 5 Year | 15.43% | 15.3% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 11.7% | 12.33% |
| 3 Year | 15.76% | 12.7% |
| 5 Year | 17.88% | 13.94% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 11.81% | 12.25% |
| Sharp | 0.8% | 0.79% |
| Beta | 0.85% | 0.91% |
| Alpha | 0.89% | 0.65% |
Fund Managers
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Name | Sandeep Manam | Dhaval Joshi |
| Total AUM | ₹74256 Cr | ₹361932 Cr |
| Funds Managed | 20 | 55 |
| Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 4.23 | 12.98 |
| Large Cap | 79.95 | 77.12 |
| Mid Cap | 10.23 | 7.85 |
| Small Cap | 5.59 | 2.05 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 4.23 | 3.31 |
| Energy | 5.63 | 6.1 |
| Consumer Defensive | 4.04 | 4.44 |
| Financial Services | 33.67 | 29.8 |
| Healthcare | 8.42 | 2.43 |
| Basic Materials | 4.66 | 5.22 |
| Industrials | 10.54 | 8.78 |
| Communication Services | 6.32 | 4.4 |
| Technology | 6.28 | 13.41 |
| Consumer Cyclical | 12.77 | 16.24 |
| Real Estate | 3.44 | 2.85 |
| Utilities | - | 3.01 |
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