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) | ₹12536 Cr | ₹4153 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 | -1.02% | -1.04% |
6 Month | 8.67% | 10.76% |
1 Year | - | 6.08% |
3 Year | 17.8% | 24.95% |
5 Year | 24.21% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 5.72% | 6.88% |
1 Year | 7.24% | 9.03% |
3 Year | 16.36% | 26.95% |
5 Year | 18.21% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 12.44% | 18.19% |
3 Year | 15.33% | 20.8% |
5 Year | 17.24% | - |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 11.81% | 15.05% |
Sharp | 1.18% | 1.34% |
Beta | 0.88% | 0.95% |
Alpha | 1.49% | 6.66% |
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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 | 4.86 | 3.39 |
Large Cap | 78.35 | 61.04 |
Mid Cap | 11.49 | 21.85 |
Small Cap | 5.29 | 13.72 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 4.86 | 3.39 |
Energy | 5.51 | - |
Consumer Defensive | 3.89 | 3.44 |
Financial Services | 35.89 | 21.27 |
Healthcare | 8.48 | 9.07 |
Basic Materials | 4.4 | 4.16 |
Industrials | 9.54 | 31.36 |
Communication Services | 6.25 | - |
Technology | 5.8 | 13.92 |
Consumer Cyclical | 12.23 | 13.39 |
Real Estate | 3.15 | - |
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