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) | ₹12421 Cr | ₹37936 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 | 2.1% | -0.33% |
6 Month | 11.25% | 9.73% |
1 Year | 1.31% | 7.07% |
3 Year | 17% | 14.67% |
5 Year | 23.94% | 18.95% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
6 Month | 4.49% | 3.33% |
1 Year | 6.61% | 8.38% |
3 Year | 15.02% | 15.3% |
5 Year | 17.02% | 14.58% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
1 Year | 12.17% | 16.19% |
3 Year | 15.53% | 15.37% |
5 Year | 17.45% | 16.68% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 11.81% | 12.03% |
Sharp | 0.97% | 0.92% |
Beta | 0.85% | 0.69% |
Alpha | 1.91% | 1.81% |
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 | 4.76 | 21.43 |
Large Cap | 78.39 | 40.48 |
Mid Cap | 11.24 | 30.8 |
Small Cap | 5.6 | 7.3 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 4.76 | 5.91 |
Energy | 5.37 | - |
Consumer Defensive | 4.3 | 5.55 |
Financial Services | 35 | 31.27 |
Healthcare | 8.78 | 3.08 |
Basic Materials | 4.32 | 10.48 |
Industrials | 9.72 | 4.92 |
Communication Services | 6.01 | 11.51 |
Technology | 5.13 | 4 |
Consumer Cyclical | 13.15 | 20.85 |
Real Estate | 3.47 | - |
Utilities | - | 2.42 |
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