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SBI Focused Equity Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Fund - Regular Plan -Growth
Fund Franklin India Focused Equity Fund - Growth Plan SBI Focused Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹12263 Cr ₹37764 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Jul 2007 08 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over 24.24% 12%
Expense Ratio 1.78 1.57
Manager Sandeep Manam Pradeep Kesavan
ISIN Code INF090I01981 INF200K01370
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 SBI Focused Equity Fund - Regular Plan - 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 SBI Focused Fund - Regular Plan -Growth
1 Month 2.2% 3.49%
6 Month 14.77% 15.2%
1 Year -2.48% 6.96%
3 Year 15.71% 14.97%
5 Year 24.38% 19.36%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Fund - Regular Plan -Growth
6 Month 4.29% 4.48%
1 Year 11.55% 14.96%
3 Year 15.42% 16.76%
5 Year 16.85% 15.2%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Fund - Regular Plan -Growth
1 Year 12.17% 16.19%
3 Year 15.53% 15.37%
5 Year 17.45% 16.68%

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Fund - Regular Plan -Growth
Standard Deviation 11.81% 12.03%
Sharp 0.83% 0.8%
Beta 0.85% 0.69%
Alpha 2.01% 2.01%

Fund Managers

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Fund - Regular Plan -Growth
Name Sandeep Manam Pradeep Kesavan
Total AUM ₹74256 Cr ₹434274 Cr
Funds Managed 20 43
Franklin India Focused Equity Fund - Growth Plan SBI Focused Fund - Regular Plan -Growth

Market Cap

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

SBI Focused Fund - Regular Plan -Growth

Others 4.76 21.43
Large Cap 78.39 40.48
Mid Cap 11.24 30.8
Small Cap 5.6 7.3

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

SBI Focused Fund - Regular Plan -Growth

Others 4.76 5.91
Energy 5.37 -
Consumer Defensive 4.3 5.55
Financial Services 35 31.27
Healthcare 8.78 3.08
Basic Materials 4.32 10.48
Industrials 9.72 4.92
Communication Services 6.01 11.51
Technology 5.13 4
Consumer Cyclical 13.15 20.85
Real Estate 3.47 -
Utilities - 2.42

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