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Franklin India Focused Equity Fund vs Tata Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon Tata Focused Equity 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 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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