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) | ₹12815 Cr | ₹42773 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 | -1.3% | -0.35% |
| 6 Month | 1.27% | 7.5% |
| 1 Year | 9.26% | 17.64% |
| 3 Year | 15.28% | 18.87% |
| 5 Year | 16.76% | 16.16% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.34% | 4.76% |
| 1 Year | 8.09% | 19.65% |
| 3 Year | 11.64% | 17.13% |
| 5 Year | 13.86% | 15.12% |
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 | 11.81% | 12.03% |
| Sharp | 0.84% | 1.12% |
| Beta | 0.85% | 0.73% |
| Alpha | 0.57% | 3.87% |
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 | 3.28 | 31.97 |
| Large Cap | 79.41 | 35.96 |
| Mid Cap | 11.16 | 27.14 |
| Small Cap | 6.14 | 4.93 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 3.28 | 4.43 |
| Energy | 5.87 | - |
| Consumer Defensive | 2.74 | 4.95 |
| Financial Services | 34.44 | 31.7 |
| Healthcare | 8.76 | 4.23 |
| Basic Materials | 5.43 | 9.26 |
| Industrials | 10.36 | 1.57 |
| Communication Services | 6.4 | 13.54 |
| Technology | 6.37 | 4.3 |
| Consumer Cyclical | 13.13 | 16.55 |
| Real Estate | 3.23 | - |
| Utilities | - | 9.47 |
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