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Franklin India Focused Equity Fund vs HDFC Focused 30 Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹25140 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 0.03% -0.04%
6 Month 5.11% 5.42%
1 Year 4.6% 9.49%
3 Year 15.21% 20.61%
5 Year 20.98% 26.57%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan HDFC Focused Fund - GROWTH PLAN
6 Month 2.07% 2.72%
1 Year 12.73% 15.13%
3 Year 14.59% 20.06%
5 Year 16.01% 22.11%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan HDFC Focused Fund - GROWTH PLAN
1 Year 11.71% 14.95%
3 Year 15.77% 13.29%
5 Year 17.87% 12.35%

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan HDFC Focused Fund - GROWTH PLAN
Standard Deviation 11.81% 9.78%
Sharp 0.82% 1.40%
Beta 0.85% 0.72%
Alpha 0.63% 6.95%

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 4.23 14.67
Large Cap 79.95 69.27
Mid Cap 10.23 3.56
Small Cap 5.59 12.5

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

HDFC Focused Fund - GROWTH PLAN

Others 4.23 12.73
Energy 5.63 -
Consumer Defensive 4.04 -
Financial Services 33.67 39.92
Healthcare 8.42 7.07
Basic Materials 4.66 2.33
Industrials 10.54 4.92
Communication Services 6.32 2.45
Technology 6.28 4.45
Consumer Cyclical 12.77 21.45
Real Estate 3.44 1.94
Utilities - 2.75

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