Franklin India Focused Equity Fund vs HDFC Focused 30 Fund compare
Franklin India Focused Equity Fund - Growth Plan
HDFC Focused Fund - GROWTH PLAN
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹12263 Cr | ₹22444 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 26 Jul 2007 | 17 Sep 2004 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.24% | 24.96% |
Expense Ratio | 1.78 | 1.67 |
Manager | Sandeep Manam | Dhruv Muchhal |
ISIN Code | INF090I01981 | INF179K01574 |
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 | HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
1 Month | 2.2% | 3.26% |
6 Month | 14.77% | 14.52% |
1 Year | -2.48% | 5.64% |
3 Year | 15.71% | 21.57% |
5 Year | 24.38% | 28.13% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
6 Month | 4.29% | 4.57% |
1 Year | 11.55% | 15.71% |
3 Year | 15.42% | 21.4% |
5 Year | 16.85% | 23.19% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
1 Year | 12.17% | 15.45% |
3 Year | 15.53% | 12.91% |
5 Year | 17.45% | 12.12% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Standard Deviation | 11.81% | 9.99% |
Sharp | 0.83% | 1.39% |
Beta | 0.85% | 0.72% |
Alpha | 2.01% | 8.16% |
Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Name | Sandeep Manam | Dhruv Muchhal |
Total AUM | ₹74256 Cr | ₹520687 Cr |
Funds Managed | 20 | 40 |
Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Others | 4.76 | 14.69 |
Large Cap | 78.39 | 68.25 |
Mid Cap | 11.24 | 3.25 |
Small Cap | 5.6 | 13.81 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Others | 4.76 | 11.94 |
Energy | 5.37 | - |
Consumer Defensive | 4.3 | - |
Financial Services | 35 | 39.52 |
Healthcare | 8.78 | 8.01 |
Basic Materials | 4.32 | 2.8 |
Industrials | 9.72 | 4.51 |
Communication Services | 6.01 | 2.68 |
Technology | 5.13 | 4.1 |
Consumer Cyclical | 13.15 | 23.11 |
Real Estate | 3.47 | 2.76 |
Utilities | - | 0.58 |
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