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 | ₹4801 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 | -1.48% | -4.11% |
| 6 Month | 3.33% | -5.2% |
| 1 Year | 2.34% | -9.33% |
| 3 Year | 14.94% | 20.57% |
| 5 Year | 18.75% | 18.48% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 1.67% | -4.83% |
| 1 Year | 13.37% | -1.29% |
| 3 Year | 13.68% | 16.35% |
| 5 Year | 15.08% | 16.9% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 11.62% | 14.74% |
| 3 Year | 15.71% | 21.88% |
| 5 Year | 17.91% | 21.71% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 11.81% | 14.79% |
| Sharp | 0.8% | 0.97% |
| Beta | 0.85% | 0.99% |
| Alpha | 0.89% | 5.81% |
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 | 3.28 | 17.07 |
| Large Cap | 79.41 | 54.13 |
| Mid Cap | 11.16 | 14.25 |
| Small Cap | 6.14 | 14.55 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 3.28 | 8.38 |
| Energy | 5.87 | - |
| Consumer Defensive | 2.74 | 3.37 |
| Financial Services | 34.44 | 25.38 |
| Healthcare | 8.76 | 5.54 |
| Basic Materials | 5.43 | - |
| Industrials | 10.36 | 29.43 |
| Communication Services | 6.4 | - |
| Technology | 6.37 | 11.67 |
| Consumer Cyclical | 13.13 | 13.61 |
| Real Estate | 3.23 | 2.62 |
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