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) | ₹12421 Cr | ₹7731 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 | -0.51% | -0.78% |
6 Month | 13.06% | 11.27% |
1 Year | -2.61% | -1.75% |
3 Year | 16.41% | 14.63% |
5 Year | 22.3% | 17.62% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 1.79% | -0.52% |
1 Year | 4.67% | 1.52% |
3 Year | 14.09% | 13.48% |
5 Year | 16.66% | 14.07% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 12.17% | 12.63% |
3 Year | 15.53% | 12.49% |
5 Year | 17.45% | 13.73% |
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 | 0.97% | 0.82% |
Beta | 0.85% | 0.91% |
Alpha | 1.91% | -0.23% |
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 | 4.76 | 12.95 |
Large Cap | 78.39 | 77.58 |
Mid Cap | 11.24 | 7.44 |
Small Cap | 5.6 | 2.04 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 4.76 | 4.42 |
Energy | 5.37 | 5.69 |
Consumer Defensive | 4.3 | 4.32 |
Financial Services | 35 | 30.55 |
Healthcare | 8.78 | 2.82 |
Basic Materials | 4.32 | 4.82 |
Industrials | 9.72 | 6.28 |
Communication Services | 6.01 | 4.62 |
Technology | 5.13 | 13.55 |
Consumer Cyclical | 13.15 | 17.14 |
Real Estate | 3.47 | 2.4 |
Utilities | - | 3.38 |
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