Franklin India Focused Equity Fund vs SBI Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11553 Cr | ₹34678 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 Equity Fund - Regular Plan -Growth |
---|---|---|
1 Month | 4.82% | 2.07% |
6 Month | -1.64% | -0.06% |
1 Year | 6.23% | 9.36% |
3 Year | 17.53% | 13.8% |
5 Year | 25.59% | 20.57% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
6 Month | 1.11% | 2.86% |
1 Year | -4.33% | 3.76% |
3 Year | 15.45% | 15.99% |
5 Year | 18.47% | 15.77% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
1 Year | 12.63% | 16.6% |
3 Year | 15.24% | 15.37% |
5 Year | 17.1% | 16.58% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 11.81% | 12.03% |
Sharp | 0.58% | 0.39% |
Beta | 0.87% | 0.73% |
Alpha | 1.68% | -0.42% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity 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 Equity Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 4.35 | 23.8 |
Large Cap | 78.62 | 38.05 |
Mid Cap | 12.48 | 29.82 |
Small Cap | 4.55 | 8.33 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 4.35 | 5.74 |
Energy | 5.06 | - |
Technology | 7.26 | 4.32 |
Basic Materials | 6.06 | 6.93 |
Consumer Defensive | 4.2 | 6.57 |
Financial Services | 35.09 | 31.96 |
Healthcare | 9.19 | 7.85 |
Industrials | 7.37 | 5.04 |
Communication Services | 5.61 | 9.72 |
Consumer Cyclical | 12.84 | 19.18 |
Real Estate | 2.96 | - |
Utilities | - | 2.68 |
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