Franklin India Focused Equity Fund vs HDFC Focused 30 Fund compare

Franklin India Focused Equity Fund vs HDFC Focused 30 Fund compare

Link copied to clipboard!

Franklin India Focused Equity Fund - Growth Plan

Invest Now

HDFC Focused Fund - GROWTH PLAN

Invest Now

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

Trailing Lumpsum Returns

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	HDFC Focused Fund - GROWTH PLAN
1 Month	0.4%	0.28%
6 Month	5.4%	6.74%
1 Year	3.59%	7.72%
3 Year	15.38%	20.93%
5 Year	22.58%	27.85%

SIP Return Analysis

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	HDFC Focused Fund - GROWTH PLAN
6 Month	1.48%	2.58%
1 Year	10.73%	14.64%
3 Year	13.65%	19.49%
5 Year	15.26%	21.61%

Rolling Lumpsum Returns

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%

Risk Management

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%

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	3.86	14.42
Large Cap	79.37	69.31
Mid Cap	11.26	3.2
Small Cap	5.52	13.07

Sector Allocation

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	HDFC Focused Fund - GROWTH PLAN
Others	3.86	11.95
Energy	5.32	-
Consumer Defensive	4.23	-
Financial Services	34.22	38.99
Healthcare	8.42	7.5
Basic Materials	4.57	2.65
Industrials	10.61	4.66
Communication Services	5.95	2.39
Technology	6.1	4.24
Consumer Cyclical	13.33	22.88
Real Estate	3.37	2.47
Utilities	-	2.26

Top Comparisons

Invesco India Dynamic Equity Fund - Growth

3Y Returns12.33%

VS

PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns9.74%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns24.05%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns26.1%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.28%

VS

Sundaram Services Fund Regular Plan - Growth

3Y Returns17.7%

Compare Now

SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns8.23%

VS

Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns7.99%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully