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Franklin India Focused Equity Fund vs Tata Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
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) | ₹12669 Cr | ₹1866 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.83% | 2.37% |
| 6 Month | 6.4% | 5.56% |
| 1 Year | 7.68% | 2.89% |
| 3 Year | 15.89% | 14.59% |
| 5 Year | 21.41% | 18.08% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.27% | 2.26% |
| 1 Year | 13.03% | 10.85% |
| 3 Year | 14.47% | 12.75% |
| 5 Year | 15.71% | 13.91% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.81% | 17.79% |
| 3 Year | 15.75% | 18.47% |
| 5 Year | 17.82% | 20.13% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.78% | 12.52% |
| Sharp | 0.75% | 0.65% |
| Beta | 0.85% | 0.91% |
| Alpha | 0.86% | -0.40% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.86 | 9.03 |
| Large Cap | 79.37 | 58.64 |
| Mid Cap | 11.26 | 16.95 |
| Small Cap | 5.52 | 15.38 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.86 | 6.62 |
| Energy | 5.32 | 4.17 |
| Consumer Defensive | 4.23 | 1.94 |
| Financial Services | 34.22 | 26.1 |
| Healthcare | 8.42 | 16.76 |
| Basic Materials | 4.57 | 2.36 |
| Industrials | 10.61 | 10.69 |
| Communication Services | 5.95 | - |
| Technology | 6.1 | 14.36 |
| Consumer Cyclical | 13.33 | 8.37 |
| Real Estate | 3.37 | 2.29 |
| Utilities | - | 6.34 |
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