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HDFC Focused 30 Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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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 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) ₹12263 Cr ₹22444 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 1.4% 2.61%
6 Month 15.25% 14.98%
1 Year -2.41% 5.74%
3 Year 15.59% 21.59%
5 Year 24.12% 27.96%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan HDFC Focused Fund - GROWTH PLAN
6 Month 4.29% 4.57%
1 Year 11.55% 15.71%
3 Year 15.42% 21.4%
5 Year 16.85% 23.19%

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% 9.99%
Sharp 0.83% 1.39%
Beta 0.85% 0.72%
Alpha 2.01% 8.16%

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 4.76 14.69
Large Cap 78.39 68.25
Mid Cap 11.24 3.25
Small Cap 5.6 13.81

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

HDFC Focused Fund - GROWTH PLAN

Others 4.76 11.94
Energy 5.37 -
Consumer Defensive 4.3 -
Financial Services 35 39.52
Healthcare 8.78 8.01
Basic Materials 4.32 2.8
Industrials 9.72 4.51
Communication Services 6.01 2.68
Technology 5.13 4.1
Consumer Cyclical 13.15 23.11
Real Estate 3.47 2.76
Utilities - 0.58

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