HDFC Focused 30 Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
HDFC Focused Fund - GROWTH PLAN
Chart Comparison
Overview
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Fund | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹12303 Cr | ₹23533 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Jul 2007 | 17 Sep 2004 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.24% | 24.96% |
| Expense Ratio | 1.78 | 1.67 |
| Manager | Sandeep Manam | Dhruv Muchhal |
| ISIN Code | INF090I01981 | INF179K01574 |
| 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 | HDFC Focused 30 Fund - 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 | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Month | 2.57% | 2.2% |
| 6 Month | 6.55% | 7.66% |
| 1 Year | 5.15% | 9.77% |
| 3 Year | 15.75% | 21.66% |
| 5 Year | 24.19% | 29.22% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 2.54% | 3.58% |
| 1 Year | 12.86% | 16.87% |
| 3 Year | 15.13% | 21.09% |
| 5 Year | 16.45% | 22.86% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 12% | 15.12% |
| 3 Year | 15.65% | 13.07% |
| 5 Year | 17.65% | 12.21% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 11.81% | 9.92% |
| Sharp | 0.86% | 1.44% |
| Beta | 0.86% | 0.73% |
| Alpha | 1.17% | 7.47% |
Fund Managers
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Name | Sandeep Manam | Dhruv Muchhal |
| Total AUM | ₹74256 Cr | ₹520687 Cr |
| Funds Managed | 20 | 40 |
| Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 3.86 | 14.42 |
| Large Cap | 79.37 | 69.31 |
| Mid Cap | 11.26 | 3.2 |
| Small Cap | 5.52 | 13.07 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 3.86 | 11.95 |
| Energy | 5.32 | - |
| Consumer Defensive | 4.23 | - |
| Financial Services | 34.22 | 38.99 |
| Healthcare | 8.42 | 7.5 |
| Basic Materials | 4.57 | 2.65 |
| Industrials | 10.61 | 4.66 |
| Communication Services | 5.95 | 2.39 |
| Technology | 6.1 | 4.24 |
| Consumer Cyclical | 13.33 | 22.88 |
| Real Estate | 3.37 | 2.47 |
| Utilities | - | 2.26 |
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