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 | ₹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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