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) | ₹12815 Cr | ₹8887 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 | -1.17% | -0.94% |
| 6 Month | 4.45% | 3.37% |
| 1 Year | 3.76% | 6.7% |
| 3 Year | 15.05% | 13.96% |
| 5 Year | 18.92% | 17.79% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 0.16% | 0.44% |
| 1 Year | 9.42% | 10.57% |
| 3 Year | 13.09% | 12.66% |
| 5 Year | 14.97% | 13.74% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 11.62% | 10.1% |
| 3 Year | 15.71% | 14.89% |
| 5 Year | 17.91% | 16.65% |
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 | 0.8% | 0.66% |
| Beta | 0.85% | 0.9% |
| Alpha | 0.89% | -0.75% |
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 | 3.28 | 7.41 |
| Large Cap | 79.41 | 61.42 |
| Mid Cap | 11.16 | 19.76 |
| Small Cap | 6.14 | 11.41 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 3.28 | 4.64 |
| Energy | 5.87 | 5.75 |
| Consumer Defensive | 2.74 | 3.26 |
| Financial Services | 34.44 | 32.96 |
| Healthcare | 8.76 | 10.43 |
| Basic Materials | 5.43 | 3.08 |
| Industrials | 10.36 | 9.79 |
| Communication Services | 6.4 | 1.11 |
| Technology | 6.37 | 5.01 |
| Consumer Cyclical | 13.13 | 20.04 |
| Real Estate | 3.23 | - |
| Utilities | - | 3.93 |
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