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Tata Focused Equity Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon Tata Focused Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Fund-Regular Plan-Growth
Fund Franklin India Focused Equity Fund - Growth Plan Tata Focused Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹12147 Cr ₹1847 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Jul 2007 05 Dec 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.24% 32.33%
Expense Ratio 1.78 2.04
Manager Sandeep Manam Kapil Malhotra
ISIN Code INF090I01981 INF277K010Y2
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 Tata 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 Tata Focused Fund-Regular Plan-Growth
1 Month 0.16% 0.56%
6 Month 6.01% 2.69%
1 Year 0.28% -1.19%
3 Year 19.68% 18.72%
5 Year 24.23% 21.71%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Fund-Regular Plan-Growth
6 Month 6.96% 6.8%
1 Year 7.37% 3.79%
3 Year 16.22% 14.8%
5 Year 18.11% 15.85%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Fund-Regular Plan-Growth
1 Year 12.44% 20.84%
3 Year 15.33% 18.86%
5 Year 17.24% 19.02%

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Fund-Regular Plan-Growth
Standard Deviation 12.91% 13.69%
Sharp 1.10% 0.92%
Beta 0.88% 0.93%
Alpha 1.77% -0.56%

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Fund Managers

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Fund-Regular Plan-Growth
Name Sandeep Manam Kapil Malhotra
Total AUM ₹74256 Cr ₹18472 Cr
Funds Managed 20 7
Franklin India Focused Equity Fund - Growth Plan Tata Focused Fund-Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Tata Focused Fund-Regular Plan-Growth

Others 5.31 9.07
Large Cap 78.43 57.74
Mid Cap 11.07 15.54
Small Cap 5.19 17.66

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Tata Focused Fund-Regular Plan-Growth

Others 5.31 9.07
Energy 5.38 4.52
Technology 5.99 14.61
Consumer Defensive 4.07 1.74
Financial Services 36.4 27.11
Healthcare 8.64 12.46
Basic Materials 4.6 2.3
Industrials 8.86 7.84
Communication Services 5.96 -
Consumer Cyclical 11.62 11.59
Real Estate 3.18 1.96
Utilities - 6.81

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