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) | ₹12536 Cr | ₹20868 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 | -0.72% | -1.51% |
6 Month | 7.28% | 8.57% |
1 Year | -0.41% | 6.12% |
3 Year | 17.75% | 23.52% |
5 Year | 24.51% | 28.16% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
6 Month | 5.72% | 4.36% |
1 Year | 7.24% | 10.45% |
3 Year | 16.36% | 21.84% |
5 Year | 18.21% | 24.08% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
1 Year | 12.17% | 15.45% |
3 Year | 15.53% | 12.91% |
5 Year | 17.45% | 12.12% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Standard Deviation | 11.81% | 10.70% |
Sharp | 1.18% | 1.75% |
Beta | 0.88% | 0.74% |
Alpha | 1.49% | 8.24% |
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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 | 4.86 | 16.07 |
Large Cap | 78.35 | 66.51 |
Mid Cap | 11.49 | 3.32 |
Small Cap | 5.29 | 14.1 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HDFC Focused Fund - GROWTH PLAN |
---|---|---|
Others | 4.86 | 13.35 |
Energy | 5.51 | - |
Consumer Defensive | 3.89 | - |
Financial Services | 35.89 | 39.93 |
Healthcare | 8.48 | 7.43 |
Basic Materials | 4.4 | 2.91 |
Industrials | 9.54 | 4.16 |
Communication Services | 6.25 | 2.89 |
Technology | 5.8 | 3.75 |
Consumer Cyclical | 12.23 | 22.84 |
Real Estate | 3.15 | 2.72 |
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