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 | 0.58% | 1.03% |
6 Month | 10.94% | 10.45% |
1 Year | -0.91% | 6.69% |
3 Year | 17.24% | 23.29% |
5 Year | 24.83% | 29.43% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
6 Month | 2.25% | 3.67% |
1 Year | 12.29% | 16.8% |
3 Year | 14.74% | 20.91% |
5 Year | 16.16% | 22.71% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
1 Year | 12% | 15.12% |
3 Year | 15.65% | 13.07% |
5 Year | 17.65% | 12.21% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Standard Deviation | 11.81% | 9.92% |
Sharp | 0.86% | 1.44% |
Beta | 0.86% | 0.73% |
Alpha | 1.17% | 7.47% |
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 | 4.21 | 14.23 |
Large Cap | 79.12 | 68.53 |
Mid Cap | 11.3 | 3.36 |
Small Cap | 5.37 | 13.88 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Others | 4.21 | 11.59 |
Energy | 5.31 | - |
Consumer Defensive | 4.49 | - |
Financial Services | 34.37 | 37.98 |
Healthcare | 8.7 | 8.11 |
Basic Materials | 4.27 | 2.68 |
Industrials | 10.14 | 4.77 |
Communication Services | 6.01 | 2.52 |
Technology | 6.04 | 4.21 |
Consumer Cyclical | 13.32 | 23.8 |
Real Estate | 3.14 | 2.64 |
Utilities | - | 1.68 |
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