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INVESCO INDIA FOCUSED 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 INVESCO INDIA FOCUSED FUND - Growth

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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 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) ₹12303 Cr ₹4202 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 2.57% 1.19%
6 Month 6.55% 5.03%
1 Year 5.15% 0.65%
3 Year 15.75% 22.31%
5 Year 24.19% 22.95%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan INVESCO INDIA FOCUSED FUND - Growth
6 Month 0.47% -1.87%
1 Year 7.33% 2.05%
3 Year 12.72% 19.99%
5 Year 14.94% 18.98%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan INVESCO INDIA FOCUSED FUND - Growth
1 Year 12% 15.81%
3 Year 15.65% 21.67%
5 Year 17.65% -

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 11.81% 14.74%
Sharp 0.86% 1.01%
Beta 0.86% 0.98%
Alpha 1.17% 5.66%

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 3.86 7.3
Large Cap 79.37 55.59
Mid Cap 11.26 20.32
Small Cap 5.52 16.8

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

INVESCO INDIA FOCUSED FUND - Growth

Others 3.86 7.3
Energy 5.32 -
Consumer Defensive 4.23 3.55
Financial Services 34.22 20.46
Healthcare 8.42 10.82
Basic Materials 4.57 2.85
Industrials 10.61 31.58
Communication Services 5.95 -
Technology 6.1 9.54
Consumer Cyclical 13.33 13.9
Real Estate 3.37 -

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