Nippon India Focused Equity Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Fund | Franklin India Focused Equity Fund - Growth Plan | Nippon India Focused Fund - Growth Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹12649 Cr | ₹8790 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Jul 2007 | 26 Dec 2006 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 24.24% | 59% |
| Expense Ratio | 1.78 | 1.84 |
| Manager | Sandeep Manam | Vinay Sharma |
| ISIN Code | INF090I01981 | INF204K01GE7 |
| 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 | Nippon India Focused Equity 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 | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Month | -3.01% | -3.28% |
| 6 Month | -0.74% | -0.65% |
| 1 Year | 8.98% | 11.75% |
| 3 Year | 15.38% | 14.96% |
| 5 Year | 17.41% | 16.28% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | -4.1% | -4.24% |
| 1 Year | -1.32% | -1.94% |
| 3 Year | 9.04% | 8.29% |
| 5 Year | 12.53% | 11.15% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 11.58% | 10.05% |
| 3 Year | 15.71% | 14.93% |
| 5 Year | 17.92% | 16.68% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 11.81% | 12.79% |
| Sharp | 0.84% | 0.76% |
| Beta | 0.85% | 0.89% |
| Alpha | 0.57% | -0.4% |
Fund Managers
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Name | Sandeep Manam | Vinay Sharma |
| Total AUM | ₹74256 Cr | ₹14183 Cr |
| Funds Managed | 20 | 3 |
| Franklin India Focused Equity Fund - Growth Plan | Nippon India Focused Fund - Growth Plan -Growth Option |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 3.5 | 8.33 |
| Large Cap | 79.11 | 61.27 |
| Small Cap | 5.94 | 10.96 |
| Mid Cap | 11.45 | 19.43 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 3.5 | 2.87 |
| Energy | 5.96 | 5.82 |
| Technology | 8.63 | 4.82 |
| Financial Services | 34.07 | 33.51 |
| Consumer Defensive | 2.61 | 3.35 |
| Healthcare | 8.01 | 10.3 |
| Basic Materials | 5.98 | 3.21 |
| Industrials | 9.84 | 7 |
| Communication Services | 6.12 | 1.07 |
| Consumer Cyclical | 12.16 | 21.04 |
| Real Estate | 3.11 | - |
| Utilities | - | 7.01 |
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