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) | ₹12147 Cr | ₹1666 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 | 2.87% | 3.35% |
6 Month | 2.54% | -3.53% |
1 Year | 1.21% | 5.44% |
3 Year | 21.32% | 21.46% |
5 Year | 24.49% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 9.32% | 10.86% |
1 Year | 9.79% | 9.57% |
3 Year | 18.03% | 18.06% |
5 Year | 19.36% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 12.44% | 19.18% |
3 Year | 15.33% | 17.81% |
5 Year | 17.24% | - |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.81% | 16.11% |
Sharp | 0.95% | 0.70% |
Beta | 0.88% | 1.03% |
Alpha | 1.7% | -0.44% |
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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 | 5.31 | 11.77 |
Large Cap | 78.42 | 41.48 |
Mid Cap | 11.06 | 25.18 |
Small Cap | 5.19 | 21.57 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 5.31 | 6.97 |
Petroleum Products | 5.38 | - |
Personal Products | 1.31 | - |
Diversified FMCG | 2.75 | - |
Banks | 30.78 | - |
Pharmaceuticals & Biotechnology | 8.64 | - |
Ferrous Metals | 3.31 | - |
Transport Services | 3.88 | - |
Agricultural, Commercial & Construction Vehicles | 0.68 | - |
Chemicals & Petrochemicals | 1.28 | - |
Industrial Products | 3.75 | - |
Consumer Durables | 0.54 | - |
Telecom - Services | 5.96 | - |
Financial Technology (Fintech) | 2.61 | - |
IT - Software | 5.99 | - |
Automobiles | 3.55 | - |
Realty | 3.18 | - |
Retailing | 5.66 | - |
Insurance | 3.01 | - |
Leisure Services | 2.41 | - |
Technology | - | 7.72 |
Consumer Cyclical | - | 12.54 |
Healthcare | - | 10.7 |
Consumer Defensive | - | 2.82 |
Financial Services | - | 37.2 |
Basic Materials | - | 5.31 |
Industrials | - | 13.87 |
Energy | - | 2.87 |
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