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) | ₹12649 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 | -3.91% | -4.68% |
| 6 Month | -1.5% | -4.17% |
| 1 Year | 8.25% | -0.19% |
| 3 Year | 14.35% | 12.16% |
| 5 Year | 17.06% | 15.05% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | -1.03% | -2.08% |
| 1 Year | 6.16% | 1.17% |
| 3 Year | 11.28% | 6.86% |
| 5 Year | 13.71% | 10.82% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 11.58% | 13.43% |
| 3 Year | 15.71% | 16.73% |
| 5 Year | 17.92% | 16.23% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 14.85% |
| Sharp | 0.84% | 0.53% |
| Beta | 0.85% | 1.1% |
| Alpha | 0.57% | -3.85% |
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 | 3.5 | 30.7 |
| Large Cap | 79.11 | 61.68 |
| Small Cap | 5.94 | 7.62 |
| Mid Cap | 11.45 | - |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 3.5 | 30.7 |
| Energy | 5.96 | 8.71 |
| Technology | 8.63 | 2.93 |
| Financial Services | 34.07 | 20.61 |
| Consumer Defensive | 2.61 | - |
| Healthcare | 8.01 | 3.59 |
| Basic Materials | 5.98 | - |
| Industrials | 9.84 | 7.14 |
| Communication Services | 6.12 | - |
| Consumer Cyclical | 12.16 | 3.99 |
| Real Estate | 3.11 | 6.99 |
| Utilities | - | 15.34 |
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