Franklin India Focused Equity Fund vs HDFC Focused 30 Fund compare

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Franklin India Focused Equity Fund - Growth Plan

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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)	₹12303 Cr	₹23533 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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	HDFC Focused Fund - GROWTH PLAN
1 Month	2.05%	1.78%
6 Month	6.3%	7.63%
1 Year	5.48%	10.2%
3 Year	15.8%	21.64%
5 Year	23.33%	28.76%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	HDFC Focused Fund - GROWTH PLAN
6 Month	3.22%	4.22%
1 Year	12.74%	17%
3 Year	14.62%	20.6%
5 Year	15.95%	22.34%

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%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	HDFC Focused Fund - GROWTH PLAN
Standard Deviation	11.81%	9.78%
Sharp	0.86%	1.40%
Beta	0.86%	0.72%
Alpha	1.17%	6.95%

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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	HDFC Focused Fund - GROWTH PLAN
Others	3.85	14.42
Large Cap	76.33	69.31
Mid Cap	13.16	3.2
Small Cap	6.67	13.07

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	HDFC Focused Fund - GROWTH PLAN
Others	3.85	11.95
Petroleum Products	5.32	-
Personal Products	1.32	-
Diversified FMCG	2.91	-
Banks	28.74	-
Pharmaceuticals & Biotechnology	8.43	-
Ferrous Metals	3.43	-
Transport Services	4.38	-
Agricultural, Commercial & Construction Vehicles	1.66	-
Chemicals & Petrochemicals	1.15	-
Industrial Products	4.08	-
Consumer Durables	0.5	-
Telecom - Services	5.95	-
Financial Technology (Fintech)	2.6	-
IT - Software	6.1	-
Automobiles	4.01	-
Realty	3.37	-
Retailing	7.08	-
Insurance	2.89	-
Leisure Services	2.24	-
Financial Services	-	38.99
Real Estate	-	2.47
Industrials	-	4.66
Healthcare	-	7.5
Consumer Cyclical	-	22.88
Basic Materials	-	2.65
Communication Services	-	2.39
Utilities	-	2.26
Technology	-	4.24