Franklin India Focused Equity Fund vs SBI Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹12536 Cr | ₹38610 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Jul 2007 | 08 Oct 2004 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 24.24% | 12% |
Expense Ratio | 1.78 | 1.57 |
Manager | Sandeep Manam | Pradeep Kesavan |
ISIN Code | INF090I01981 | INF200K01370 |
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 | SBI Focused Equity Fund - Regular Plan - 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 | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
1 Month | -0.66% | -1.98% |
6 Month | 8.49% | 7.11% |
1 Year | 0.14% | 5.67% |
3 Year | 17.83% | 16.03% |
5 Year | 24.64% | 20.01% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
6 Month | 5.72% | 5.08% |
1 Year | 7.24% | 11.38% |
3 Year | 16.36% | 16.9% |
5 Year | 18.21% | 15.76% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
1 Year | 12.44% | 16.38% |
3 Year | 15.33% | 15.32% |
5 Year | 17.24% | 16.61% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 11.81% | 12.03% |
Sharp | 1.18% | 1.21% |
Beta | 0.88% | 0.7% |
Alpha | 1.49% | 2.45% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Name | Sandeep Manam | Pradeep Kesavan |
Total AUM | ₹74256 Cr | ₹434274 Cr |
Funds Managed | 20 | 43 |
Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 4.86 | 21.8 |
Large Cap | 78.35 | 39.1 |
Mid Cap | 11.49 | 31.5 |
Small Cap | 5.29 | 7.6 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 4.86 | 6.48 |
Energy | 5.51 | - |
Consumer Defensive | 3.89 | 5.49 |
Financial Services | 35.89 | 29.69 |
Healthcare | 8.48 | 3.12 |
Basic Materials | 4.4 | 11.2 |
Industrials | 9.54 | 4.67 |
Communication Services | 6.25 | 11.01 |
Technology | 5.8 | 4.31 |
Consumer Cyclical | 12.23 | 21.37 |
Real Estate | 3.15 | - |
Utilities | - | 2.66 |
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