HSBC Focused Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11553 Cr | ₹1628 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Jul 2007 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.24% | 95% |
Expense Ratio | 1.78 | 2.09 |
Manager | Sandeep Manam | Cheenu Gupta |
ISIN Code | INF090I01981 | INF336L01PE6 |
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 | HSBC Focused 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 | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 3.9% | 3.85% |
6 Month | 2.39% | -1.59% |
1 Year | 7.55% | 6.37% |
3 Year | 21.15% | 19.76% |
5 Year | 28.27% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 5.18% | 3.25% |
1 Year | 3.27% | -0.35% |
3 Year | 17.17% | 15.77% |
5 Year | 19.02% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 12.63% | 21.56% |
3 Year | 15.24% | 18.11% |
5 Year | 17.1% | - |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.81% | 16.134% |
Sharp | 0.83% | 0.335% |
Beta | 0.87% | 1.037% |
Alpha | 2.78% | -1.531% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Sandeep Manam | Cheenu Gupta |
Total AUM | ₹74256 Cr | ₹0 Cr |
Funds Managed | 20 | 9 |
Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 5.19 | 11.94 |
Large Cap | 79.7 | 32.27 |
Mid Cap | 10.73 | 20.59 |
Small Cap | 4.4 | 35.21 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 5.19 | 9.93 |
Petroleum Products | 5.15 | - |
IT - Software | 6.91 | - |
Cement & Cement Products | 0.8 | - |
Personal Products | 1.47 | - |
Diversified FMCG | 2.68 | - |
Banks | 30.41 | - |
Pharmaceuticals & Biotechnology | 9.3 | - |
Ferrous Metals | 3.38 | - |
Transport Services | 3.48 | - |
Chemicals & Petrochemicals | 1.34 | - |
Industrial Products | 3.42 | - |
Consumer Durables | 0.5 | - |
Telecom - Services | 5.93 | - |
Financial Technology (Fintech) | 2.51 | - |
Automobiles | 3.54 | - |
Realty | 2.89 | - |
Retailing | 5.06 | - |
Auto Components | 0.75 | - |
Insurance | 2.71 | - |
Leisure Services | 2.6 | - |
Technology | - | 12.64 |
Consumer Cyclical | - | 9.48 |
Healthcare | - | 13.33 |
Consumer Defensive | - | 3.03 |
Basic Materials | - | 5.42 |
Financial Services | - | 26.78 |
Industrials | - | 16.16 |
Energy | - | 3.23 |
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