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) | ₹12303 Cr | ₹7649 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 | 1.05% | 3.41% |
| 6 Month | 5.49% | 5.35% |
| 1 Year | 6.02% | 7.95% |
| 3 Year | 15.86% | 16.05% |
| 5 Year | 21.55% | 17.39% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 1.48% | 3.42% |
| 1 Year | 10.73% | 14.32% |
| 3 Year | 13.65% | 15.32% |
| 5 Year | 15.26% | 14.65% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 11.81% | 12.37% |
| 3 Year | 15.75% | 12.67% |
| 5 Year | 17.82% | 13.9% |
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 | 0.82% | 0.82% |
| Beta | 0.85% | 0.91% |
| Alpha | 0.63% | 0.37% |
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 | 3.86 | 13.75 |
| Large Cap | 79.37 | 76.87 |
| Mid Cap | 11.26 | 7.54 |
| Small Cap | 5.52 | 1.84 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 3.86 | 4.88 |
| Energy | 5.32 | 5.9 |
| Consumer Defensive | 4.23 | 4.42 |
| Financial Services | 34.22 | 29.04 |
| Healthcare | 8.42 | 2.41 |
| Basic Materials | 4.57 | 5.19 |
| Industrials | 10.61 | 6.82 |
| Communication Services | 5.95 | 4.24 |
| Technology | 6.1 | 13.64 |
| Consumer Cyclical | 13.33 | 17.47 |
| Real Estate | 3.37 | 2.78 |
| Utilities | - | 3.21 |
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