INVESCO INDIA FOCUSED FUND vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12421 Cr | ₹4199 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Jul 2007 | 29 Sep 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 24.24% | 84% |
Expense Ratio | 1.78 | 1.87 |
Manager | Sandeep Manam | Hiten Jain |
ISIN Code | INF090I01981 | INF205KA1189 |
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 | Invesco India Focused 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 | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Month | 2.2% | 0.71% |
6 Month | 14.77% | 16.1% |
1 Year | -2.48% | -0.66% |
3 Year | 15.71% | 23.27% |
5 Year | 24.38% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 4.29% | 3.43% |
1 Year | 11.55% | 9.94% |
3 Year | 15.42% | 24.56% |
5 Year | 16.85% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 12.17% | 16.72% |
3 Year | 15.53% | 21.22% |
5 Year | 17.45% | - |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 11.81% | 14.98% |
Sharp | 0.83% | 1.00% |
Beta | 0.85% | 0.99% |
Alpha | 2.01% | 7.17% |
Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Name | Sandeep Manam | Hiten Jain |
Total AUM | ₹74256 Cr | ₹4078 Cr |
Funds Managed | 20 | 4 |
Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 4.76 | 2.78 |
Large Cap | 78.39 | 60.09 |
Mid Cap | 11.24 | 24.24 |
Small Cap | 5.6 | 12.89 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 4.76 | 2.78 |
Energy | 5.37 | - |
Consumer Defensive | 4.3 | 3.89 |
Financial Services | 35 | 21.5 |
Healthcare | 8.78 | 10.34 |
Basic Materials | 4.32 | 3.18 |
Industrials | 9.72 | 30.66 |
Communication Services | 6.01 | - |
Technology | 5.13 | 13.54 |
Consumer Cyclical | 13.15 | 14.11 |
Real Estate | 3.47 | - |
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