Quant Focused Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
|---|---|---|
| Fund | Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12669 Cr | ₹1064 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Jul 2007 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.24% | % |
| Expense Ratio | 1.78 | 2.18 |
| Manager | Sandeep Manam | Sanjeev Sharma |
| ISIN Code | INF090I01981 | INF966L01374 |
| 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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 0.03% | -0.45% |
| 6 Month | 6.1% | 3.17% |
| 1 Year | 8.5% | 3.76% |
| 3 Year | 16.11% | 14.24% |
| 5 Year | 20.97% | 19.76% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 2.27% | 1.96% |
| 1 Year | 13.03% | 10.17% |
| 3 Year | 14.47% | 11.1% |
| 5 Year | 15.71% | 13.52% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 11.81% | 13.7% |
| 3 Year | 15.75% | 16.91% |
| 5 Year | 17.82% | 16.12% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 15.933% |
| Sharp | 0.82% | 0.641% |
| Beta | 0.85% | 1.052% |
| Alpha | 0.63% | 1.751% |
Fund Managers
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
|---|---|---|
| Name | Sandeep Manam | Sanjeev Sharma |
| Total AUM | ₹74256 Cr | ₹39731 Cr |
| Funds Managed | 20 | 22 |
| Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 4.23 | 27.88 |
| Large Cap | 79.95 | 64.16 |
| Mid Cap | 10.23 | - |
| Small Cap | 5.59 | 7.96 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 4.23 | 24.39 |
| Energy | 5.63 | 9.17 |
| Consumer Defensive | 4.04 | - |
| Financial Services | 33.67 | 21.92 |
| Healthcare | 8.42 | 6.71 |
| Basic Materials | 4.66 | - |
| Industrials | 10.54 | 9.77 |
| Communication Services | 6.32 | - |
| Technology | 6.28 | 1.43 |
| Consumer Cyclical | 12.77 | 3.79 |
| Real Estate | 3.44 | 7.07 |
| Utilities | - | 15.76 |
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