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) | ₹12263 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 | -0.14% | 0.41% |
6 Month | 12.9% | 12.52% |
1 Year | -1.42% | 5.72% |
3 Year | 17% | 16.19% |
5 Year | 24.08% | 19.71% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
6 Month | 2.25% | 2.77% |
1 Year | 12.29% | 14.74% |
3 Year | 14.74% | 16.19% |
5 Year | 16.16% | 14.66% |
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 | 11.81% | 12.03% |
Sharp | 0.86% | 0.86% |
Beta | 0.86% | 0.7% |
Alpha | 1.17% | 1.7% |
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 | 4.21 | 19.63 |
Large Cap | 79.12 | 43.07 |
Mid Cap | 11.3 | 29.73 |
Small Cap | 5.37 | 7.58 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 4.21 | 2.82 |
Energy | 5.31 | - |
Consumer Defensive | 4.49 | 5.36 |
Financial Services | 34.37 | 30.7 |
Healthcare | 8.7 | 2.87 |
Basic Materials | 4.27 | 10.42 |
Industrials | 10.14 | 4.39 |
Communication Services | 6.01 | 12.29 |
Technology | 6.04 | 4.51 |
Consumer Cyclical | 13.32 | 21.29 |
Real Estate | 3.14 | - |
Utilities | - | 5.34 |
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