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) | ₹12669 Cr | ₹40824 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 | 0.59% | 2.8% |
| 6 Month | 5.51% | 10.85% |
| 1 Year | 3.84% | 14.84% |
| 3 Year | 15.04% | 17.05% |
| 5 Year | 20.35% | 17.69% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 3.05% | 6.62% |
| 1 Year | 14.67% | 24.24% |
| 3 Year | 14.75% | 18.81% |
| 5 Year | 16.02% | 16.23% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 11.71% | 15.84% |
| 3 Year | 15.77% | 15.4% |
| 5 Year | 17.87% | 16.82% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 11.81% | 12.03% |
| Sharp | 0.82% | 0.94% |
| Beta | 0.85% | 0.72% |
| Alpha | 0.63% | 2.32% |
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 | 4.23 | 29.25 |
| Large Cap | 79.95 | 36.62 |
| Mid Cap | 10.23 | 28.21 |
| Small Cap | 5.59 | 5.92 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 4.23 | 3.34 |
| Energy | 5.63 | - |
| Consumer Defensive | 4.04 | 5.44 |
| Financial Services | 33.67 | 31.82 |
| Healthcare | 8.42 | 3.17 |
| Basic Materials | 4.66 | 9.56 |
| Industrials | 10.54 | 1.81 |
| Communication Services | 6.32 | 12.93 |
| Technology | 6.28 | 3.91 |
| Consumer Cyclical | 12.77 | 17.84 |
| Real Estate | 3.44 | - |
| Utilities | - | 10.18 |
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