SBI Focused Equity Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11553 Cr | ₹34678 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 Equity Fund - Regular Plan -Growth |
---|---|---|
1 Month | 6.89% | 4.12% |
6 Month | 2.56% | 5.17% |
1 Year | 9.49% | 13.16% |
3 Year | 21.56% | 17.5% |
5 Year | 27.45% | 22.26% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
6 Month | 1.23% | 2.21% |
1 Year | -4.23% | 2.37% |
3 Year | 14.31% | 14.84% |
5 Year | 17.41% | 14.73% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
1 Year | 12.63% | 16.6% |
3 Year | 15.24% | 15.37% |
5 Year | 17.1% | 16.58% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 11.81% | 12.03% |
Sharp | 0.83% | 0.65% |
Beta | 0.87% | 0.72% |
Alpha | 2.78% | 0.76% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity 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 Equity Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 5.19 | 18.92 |
Large Cap | 79.7 | 44.17 |
Mid Cap | 10.73 | 28.74 |
Small Cap | 4.4 | 8.17 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 5.19 | 18.92 |
Petroleum Products | 5.15 | - |
IT - Software | 6.91 | - |
Cement & Cement Products | 0.8 | 3.2 |
Personal Products | 1.47 | 3.67 |
Diversified FMCG | 2.68 | - |
Banks | 30.41 | 21.69 |
Pharmaceuticals & Biotechnology | 9.3 | 3.77 |
Ferrous Metals | 3.38 | - |
Transport Services | 3.48 | - |
Chemicals & Petrochemicals | 1.34 | 4.47 |
Industrial Products | 3.42 | - |
Consumer Durables | 0.5 | 1.15 |
Telecom - Services | 5.93 | 5.14 |
Financial Technology (Fintech) | 2.51 | - |
Automobiles | 3.54 | 3.19 |
Realty | 2.89 | - |
Retailing | 5.06 | 1.98 |
Auto Components | 0.75 | 7.34 |
Insurance | 2.71 | - |
Leisure Services | 2.6 | 3.66 |
Electrical Equipment | - | 2.37 |
Finance | - | 9.39 |
Food Products | - | 2.46 |
Transport Infrastructure | - | 2.35 |
Textiles & Apparels | - | 2.3 |
Power | - | 2.95 |
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