Franklin India Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
Franklin India Focused Equity Fund - Growth Plan
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Fund | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12669 Cr | ₹7448 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Jul 2007 | 29 Sep 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 24.24% | 84% |
| Expense Ratio | 1.78 | 1.87 |
| Manager | Sandeep Manam | Hiten Jain |
| ISIN Code | INF090I01981 | INF205KA1189 |
| 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 | Invesco India Focused 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 | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Month | 1.83% | -0.89% |
| 6 Month | 6.4% | 0.65% |
| 1 Year | 7.68% | 2.36% |
| 3 Year | 15.89% | 22.2% |
| 5 Year | 21.41% | 21.54% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 2.27% | -2.42% |
| 1 Year | 13.03% | 3.01% |
| 3 Year | 14.47% | 19.46% |
| 5 Year | 15.71% | 18.65% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 11.81% | 15.06% |
| 3 Year | 15.75% | 21.93% |
| 5 Year | 17.82% | 22.75% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.74% |
| Sharp | 0.75% | 1.01% |
| Beta | 0.85% | 0.98% |
| Alpha | 0.86% | 5.66% |
Fund Managers
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Name | Sandeep Manam | Hiten Jain |
| Total AUM | ₹74256 Cr | ₹4078 Cr |
| Funds Managed | 20 | 4 |
| Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 3.86 | 7.3 |
| Large Cap | 79.37 | 55.59 |
| Mid Cap | 11.26 | 20.32 |
| Small Cap | 5.52 | 16.8 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 3.86 | 7.3 |
| Energy | 5.32 | - |
| Consumer Defensive | 4.23 | 3.55 |
| Financial Services | 34.22 | 20.46 |
| Healthcare | 8.42 | 10.82 |
| Basic Materials | 4.57 | 2.85 |
| Industrials | 10.61 | 31.58 |
| Communication Services | 5.95 | - |
| Technology | 6.1 | 9.54 |
| Consumer Cyclical | 13.33 | 13.9 |
| Real Estate | 3.37 | - |
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