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) | ₹12147 Cr | ₹19578 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 | 2.87% | 3.06% |
6 Month | 2.54% | 6.36% |
1 Year | 1.21% | 9.12% |
3 Year | 21.32% | 27.17% |
5 Year | 24.49% | 28.93% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
6 Month | 9.32% | 8.72% |
1 Year | 9.79% | 15.72% |
3 Year | 18.03% | 24.27% |
5 Year | 19.36% | 25.54% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
1 Year | 12.44% | 15.65% |
3 Year | 15.33% | 12.76% |
5 Year | 17.24% | 12.06% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Standard Deviation | 11.81% | 11.27% |
Sharp | 0.95% | 1.47% |
Beta | 0.88% | 0.76% |
Alpha | 1.7% | 7.99% |
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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 | 5.31 | 16.5 |
Large Cap | 78.42 | 66.47 |
Mid Cap | 11.06 | 3.37 |
Small Cap | 5.19 | 13.66 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Others | 5.31 | 13.69 |
Petroleum Products | 5.38 | - |
Personal Products | 1.31 | - |
Diversified FMCG | 2.75 | - |
Banks | 30.78 | - |
Pharmaceuticals & Biotechnology | 8.64 | - |
Ferrous Metals | 3.31 | - |
Transport Services | 3.88 | - |
Agricultural, Commercial & Construction Vehicles | 0.68 | - |
Chemicals & Petrochemicals | 1.28 | - |
Industrial Products | 3.75 | - |
Consumer Durables | 0.54 | - |
Telecom - Services | 5.96 | - |
Financial Technology (Fintech) | 2.61 | - |
IT - Software | 5.99 | - |
Automobiles | 3.55 | - |
Realty | 3.18 | - |
Retailing | 5.66 | - |
Insurance | 3.01 | - |
Leisure Services | 2.41 | - |
Financial Services | - | 40.24 |
Real Estate | - | 2.81 |
Industrials | - | 3.31 |
Healthcare | - | 7.73 |
Consumer Cyclical | - | 22.39 |
Basic Materials | - | 3.13 |
Communication Services | - | 2.84 |
Technology | - | 3.86 |
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