Franklin India Focused Equity Fund vs Tata Focused Equity Fund compare

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Franklin India Focused Equity Fund - Growth Plan

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Tata Focused Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Fund	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹12536 Cr	₹1847 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	26 Jul 2007	05 Dec 2019
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	24.24%	32.33%
Expense Ratio	1.78	2.04
Manager	Sandeep Manam	Kapil Malhotra
ISIN Code	INF090I01981	INF277K010Y2
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	Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
1 Month	-0.66%	-0.72%
6 Month	8.49%	6%
1 Year	0.14%	-2.74%
3 Year	17.83%	16.43%
5 Year	24.64%	20.85%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
6 Month	5.72%	3.09%
1 Year	7.24%	-0.81%
3 Year	16.36%	13.5%
5 Year	18.21%	15.19%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
1 Year	12.44%	20.84%
3 Year	15.33%	18.86%
5 Year	17.24%	19.02%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	11.81%	13.69%
Sharp	1.18%	0.92%
Beta	0.88%	0.93%
Alpha	1.49%	-0.56%

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Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Name	Sandeep Manam	Kapil Malhotra
Total AUM	₹74256 Cr	₹18472 Cr
Funds Managed	20	7
	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Others	4.86	9.07
Large Cap	78.35	57.74
Mid Cap	11.49	15.54
Small Cap	5.29	17.66

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Others	4.86	9.07
Energy	5.51	4.52
Consumer Defensive	3.89	1.74
Financial Services	35.89	27.11
Healthcare	8.48	12.46
Basic Materials	4.4	2.3
Industrials	9.54	7.84
Communication Services	6.25	-
Technology	5.8	14.61
Consumer Cyclical	12.23	11.59
Real Estate	3.15	1.96
Utilities	-	6.81