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) | ₹12263 Cr | ₹1647 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 | 1.4% | 1.33% |
6 Month | 15.25% | 19.62% |
1 Year | -2.41% | -1.67% |
3 Year | 15.59% | 15.81% |
5 Year | 24.12% | 19.56% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 4.29% | 4.65% |
1 Year | 11.55% | 10.64% |
3 Year | 15.42% | 15.59% |
5 Year | 16.85% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 12.17% | 17.78% |
3 Year | 15.53% | 18.03% |
5 Year | 17.45% | 20.39% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.81% | 14.57% |
Sharp | 0.83% | 0.62% |
Beta | 0.85% | 1.00% |
Alpha | 2.01% | 1.10% |
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 | 4.76 | 13.32 |
Large Cap | 78.39 | 41.24 |
Mid Cap | 11.24 | 26.67 |
Small Cap | 5.6 | 18.77 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.76 | 4.82 |
Energy | 5.37 | 2.86 |
Consumer Defensive | 4.3 | 2.99 |
Financial Services | 35 | 39.67 |
Healthcare | 8.78 | 9.44 |
Basic Materials | 4.32 | 4.37 |
Industrials | 9.72 | 14.91 |
Communication Services | 6.01 | - |
Technology | 5.13 | 7.55 |
Consumer Cyclical | 13.15 | 13.4 |
Real Estate | 3.47 | - |
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