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) | ₹12303 Cr | ₹38917 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 | 2.57% | 3.94% |
| 6 Month | 6.55% | 11.1% |
| 1 Year | 5.15% | 11.68% |
| 3 Year | 15.75% | 16.25% |
| 5 Year | 24.19% | 20.17% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.46% | 2.07% |
| 1 Year | 7.07% | 12.86% |
| 3 Year | 12.79% | 15.48% |
| 5 Year | 14.91% | 14.23% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 12% | 16.06% |
| 3 Year | 15.65% | 15.34% |
| 5 Year | 17.65% | 16.74% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 11.78% | 10.69% |
| Sharp | 0.75% | 0.86% |
| Beta | 0.85% | 0.72% |
| Alpha | 0.86% | 2.43% |
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 | 3.86 | 20.81 |
| Large Cap | 79.37 | 42.86 |
| Mid Cap | 11.26 | 29.22 |
| Small Cap | 5.52 | 7.11 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 3.86 | 4.56 |
| Energy | 5.32 | - |
| Consumer Defensive | 4.23 | 5.43 |
| Financial Services | 34.22 | 31.11 |
| Healthcare | 8.42 | 2.59 |
| Basic Materials | 4.57 | 9.75 |
| Industrials | 10.61 | 4.4 |
| Communication Services | 5.95 | 12.47 |
| Technology | 6.1 | 3.78 |
| Consumer Cyclical | 13.33 | 20.32 |
| Real Estate | 3.37 | - |
| Utilities | - | 5.59 |
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