- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹1881 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 | -1.48% | -0.69% |
| 6 Month | 3.33% | 2.94% |
| 1 Year | 2.34% | -2.32% |
| 3 Year | 14.94% | 13.91% |
| 5 Year | 18.75% | 16.25% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.67% | 2.17% |
| 1 Year | 13.37% | 13.17% |
| 3 Year | 13.68% | 12.51% |
| 5 Year | 15.08% | 13.63% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.62% | 16.84% |
| 3 Year | 15.71% | 18.29% |
| 5 Year | 17.91% | 19.98% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 12.46% |
| Sharp | 0.8% | 0.59% |
| Beta | 0.85% | 0.90% |
| Alpha | 0.89% | -0.41% |
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 | 3.28 | 7.53 |
| Large Cap | 79.41 | 71.56 |
| Mid Cap | 11.16 | 11.1 |
| Small Cap | 6.14 | 9.81 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.28 | 5.77 |
| Energy | 5.87 | 4.63 |
| Consumer Defensive | 2.74 | 1.84 |
| Financial Services | 34.44 | 27.61 |
| Healthcare | 8.76 | 12.97 |
| Basic Materials | 5.43 | 6.64 |
| Industrials | 10.36 | 9.29 |
| Communication Services | 6.4 | - |
| Technology | 6.37 | 12.83 |
| Consumer Cyclical | 13.13 | 10.1 |
| Real Estate | 3.23 | 2.86 |
| Utilities | - | 5.47 |
Top Comparisons
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.24%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.24%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.44%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.18%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns17.5%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.89%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.84%
