Franklin India Focused Equity Fund vs Tata Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹11553 Cr | ₹1739 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 Equity Fund-Regular Plan-Growth |
---|---|---|
1 Month | -2.3% | -5.47% |
6 Month | -8.8% | -10.41% |
1 Year | 7.47% | 3.08% |
3 Year | 14.34% | 12.85% |
5 Year | 18.68% | 16.14% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | -6.66% | -10.84% |
3 Year | 14.46% | 12.55% |
5 Year | 18.68% | 16.09% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Year | 12.75% | 22.62% |
3 Year | 15.26% | 19.32% |
5 Year | 17.04% | 18.37% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 11.81% | 12.55% |
Sharp | 0.59% | 0.97% |
Beta | 0.93% | 0.96% |
Alpha | 0.59% | -0.29% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Name | Sandeep Manam | Kapil Malhotra |
Total AUM | ₹74256 Cr | ₹18472 Cr |
Fund Manage | 20 | 7 |
Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 5.14 | 2.62 |
Small Cap | 4.04 | 25.04 |
Large Cap | 76.39 | 56.27 |
Mid Cap | 14.45 | 16.07 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 5.14 | 2.62 |
Realty | 3.3 | 2.3 |
Petroleum Products | 5.93 | 3.62 |
IT - Software | 5.82 | 8.45 |
Cement & Cement Products | 1.58 | 2.15 |
Personal Products | 1.12 | - |
Diversified FMCG | 2.83 | - |
Banks | 28.65 | 22.3 |
Pharmaceuticals & Biotechnology | 9.58 | 5.39 |
Ferrous Metals | 3.08 | - |
Transport Services | 2.99 | - |
Chemicals & Petrochemicals | 1.68 | - |
Industrial Products | 4.66 | - |
Consumer Durables | 0.74 | 5.43 |
Telecom - Services | 5.21 | - |
Financial Technology (Fintech) | 3.24 | - |
Automobiles | 2.94 | - |
Retailing | 4.71 | 8.36 |
Auto Components | 2.1 | 5.32 |
Insurance | 2.57 | 1.94 |
Leisure Services | 2.15 | 2.69 |
Construction | - | 10.06 |
Healthcare Services | - | 1.99 |
Finance | - | 2.1 |
Entertainment | - | 2.22 |
Agricultural, Commercial & Construction Vehicles | - | 3.01 |
Commercial Services & Supplies | - | 3.97 |
Power | - | 6.08 |
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