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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 | Very High |
| 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 | 1.65% | 1.47% |
| 6 Month | -2.82% | -6.07% |
| 1 Year | 2.68% | 2.37% |
| 3 Year | 20.83% | 19.16% |
| 5 Year | 24.68% | 22.79% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 6.46% | 5.62% |
| 1 Year | 3.55% | -0.48% |
| 3 Year | 15.93% | 14.36% |
| 5 Year | 18.13% | 15.72% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.44% | 20.84% |
| 3 Year | 15.33% | 18.86% |
| 5 Year | 17.24% | 19.02% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 14.255% |
| Sharp | 0.95% | 0.518% |
| Beta | 0.88% | 0.995% |
| Alpha | 1.7% | -0.625% |
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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 |
| Funds Managed | 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 | 5.86 | 4.77 |
| Large Cap | 79.22 | 58.06 |
| Mid Cap | 10.19 | 16.49 |
| Small Cap | 4.74 | 20.69 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.86 | 4.77 |
| Petroleum Products | 5.4 | - |
| IT - Software | 6.3 | - |
| Personal Products | 1.34 | - |
| Diversified FMCG | 2.79 | - |
| Banks | 30.95 | - |
| Pharmaceuticals & Biotechnology | 9.43 | - |
| Ferrous Metals | 2.93 | - |
| Transport Services | 3.69 | - |
| Chemicals & Petrochemicals | 1.24 | - |
| Industrial Products | 3.29 | - |
| Consumer Durables | 0.49 | - |
| Telecom - Services | 6.08 | - |
| Financial Technology (Fintech) | 2.44 | - |
| Automobiles | 3.58 | - |
| Realty | 2.97 | - |
| Retailing | 5.54 | - |
| Auto Components | 0.22 | - |
| Insurance | 2.8 | - |
| Leisure Services | 2.67 | - |
| Energy | - | 4.04 |
| Consumer Cyclical | - | 16.91 |
| Industrials | - | 13.18 |
| Financial Services | - | 28.27 |
| Healthcare | - | 7.4 |
| Communication Services | - | 1.99 |
| Basic Materials | - | 2.32 |
| Real Estate | - | 2.06 |
| Technology | - | 12.7 |
| Utilities | - | 6.35 |
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