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) | ₹12669 Cr | ₹26230 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 | -2.08% | -1.6% |
| 6 Month | 2.92% | 4.39% |
| 1 Year | 1.43% | 7.73% |
| 3 Year | 14.89% | 20.38% |
| 5 Year | 18.75% | 24.07% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 1.67% | 2.21% |
| 1 Year | 13.37% | 15.13% |
| 3 Year | 13.68% | 19.01% |
| 5 Year | 15.08% | 21.14% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 11.7% | 14.91% |
| 3 Year | 15.76% | 13.3% |
| 5 Year | 17.88% | 12.35% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 11.81% | 9.72% |
| Sharp | 0.8% | 1.31% |
| Beta | 0.85% | 0.72% |
| Alpha | 0.89% | 6.50% |
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 | 3.28 | 15.92 |
| Large Cap | 79.41 | 68.6 |
| Mid Cap | 11.16 | 3.78 |
| Small Cap | 6.14 | 11.69 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 3.28 | 14.07 |
| Energy | 5.87 | - |
| Consumer Defensive | 2.74 | - |
| Financial Services | 34.44 | 40.05 |
| Healthcare | 8.76 | 6.7 |
| Basic Materials | 5.43 | 2.05 |
| Industrials | 10.36 | 5.1 |
| Communication Services | 6.4 | 2.4 |
| Technology | 6.37 | 4.61 |
| Consumer Cyclical | 13.13 | 20.38 |
| Real Estate | 3.23 | 1.86 |
| Utilities | - | 2.78 |
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