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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) ₹12649 Cr ₹43173 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 -2.49% -1.68%
6 Month -0.87% 6.59%
1 Year 7.55% 14.17%
3 Year 15.5% 19.07%
5 Year 17.66% 16.89%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Fund - Regular Plan -Growth
6 Month 1.09% 3.99%
1 Year 9.83% 19.88%
3 Year 11.97% 16.89%
5 Year 14.14% 15.2%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Fund - Regular Plan -Growth
1 Year 11.58% 15.82%
3 Year 15.71% 15.47%
5 Year 17.92% 16.84%

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Fund - Regular Plan -Growth
Standard Deviation 11.62% 10.49%
Sharp 0.77% 1.05%
Beta 0.86% 0.73%
Alpha 0.77% 4.02%

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 3.5 36.93
Large Cap 79.11 35.69
Small Cap 5.94 4.83
Mid Cap 11.45 22.55

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

SBI Focused Fund - Regular Plan -Growth

Others 3.5 7.42
Energy 5.96 -
Technology 8.63 4.27
Financial Services 34.07 31.25
Consumer Defensive 2.61 4.79
Healthcare 8.01 4.47
Basic Materials 5.98 6.52
Industrials 9.84 1.61
Communication Services 6.12 13.57
Consumer Cyclical 12.16 16.74
Real Estate 3.11 -
Utilities - 9.37

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