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) | ₹12147 Cr | ₹37122 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 | 3.32% | 4.21% |
6 Month | 3.39% | 8.06% |
1 Year | 3.58% | 9.4% |
3 Year | 21.92% | 19.5% |
5 Year | 25.02% | 20.87% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
6 Month | 9.32% | 9.63% |
1 Year | 9.79% | 17.48% |
3 Year | 18.03% | 19.1% |
5 Year | 19.36% | 17.11% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
1 Year | 12.44% | 16.38% |
3 Year | 15.33% | 15.32% |
5 Year | 17.24% | 16.61% |
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 | 0.95% | 0.91% |
Beta | 0.88% | 0.71% |
Alpha | 1.7% | 1.58% |
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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 | 5.86 | 16.74 |
Large Cap | 79.22 | 45.61 |
Mid Cap | 10.19 | 30.03 |
Small Cap | 4.74 | 7.62 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 5.86 | 16.74 |
Petroleum Products | 5.4 | - |
IT - Software | 6.3 | - |
Personal Products | 1.34 | 3.76 |
Diversified FMCG | 2.79 | - |
Banks | 30.95 | 23.11 |
Pharmaceuticals & Biotechnology | 9.43 | 3.63 |
Ferrous Metals | 2.93 | - |
Transport Services | 3.69 | - |
Chemicals & Petrochemicals | 1.24 | 5.12 |
Industrial Products | 3.29 | - |
Consumer Durables | 0.49 | 1.14 |
Telecom - Services | 6.08 | 5.49 |
Financial Technology (Fintech) | 2.44 | - |
Automobiles | 3.58 | 3.24 |
Realty | 2.97 | - |
Retailing | 5.54 | 1.79 |
Auto Components | 0.22 | 7.6 |
Insurance | 2.8 | - |
Leisure Services | 2.67 | 4.14 |
Cement & Cement Products | - | 3.05 |
Electrical Equipment | - | 2.1 |
Finance | - | 9.08 |
Food Products | - | 2.26 |
Transport Infrastructure | - | 2.36 |
Textiles & Apparels | - | 2.4 |
Power | - | 2.99 |
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