SBI Focused Equity Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
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 | -0.62% | -0.31% |
| 6 Month | 0.48% | 6.58% |
| 1 Year | 7.92% | 15.27% |
| 3 Year | 15.36% | 18.79% |
| 5 Year | 16.9% | 16.17% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -1.03% | 2.97% |
| 1 Year | 6.16% | 17.11% |
| 3 Year | 11.28% | 16.41% |
| 5 Year | 13.71% | 14.87% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 11.6% | 15.81% |
| 3 Year | 15.73% | 15.46% |
| 5 Year | 17.93% | 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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