Tata Focused Equity Fund vs Franklin India Focused Equity Fund compare

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Franklin India Focused Equity Fund - Growth Plan

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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)	₹12669 Cr	₹1866 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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
1 Month	1.1%	1.16%
6 Month	4.68%	5.73%
1 Year	2.47%	-2.46%
3 Year	14.96%	13.76%
5 Year	19.77%	17.23%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
6 Month	2.79%	2.91%
1 Year	14.04%	12.56%
3 Year	14.09%	12.52%
5 Year	15.43%	13.72%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
1 Year	11.7%	17.17%
3 Year	15.76%	18.34%
5 Year	17.88%	20.03%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	11.76%	12.46%
Sharp	0.72%	0.59%
Beta	0.85%	0.90%
Alpha	1.12%	-0.41%

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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Others	4.23	10.53
Large Cap	76.83	67.26
Mid Cap	12.3	11.11
Small Cap	6.65	11.11

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Others	4.23	8.02
Petroleum Products	5.63	-
Personal Products	1.27	-
Diversified FMCG	2.77	-
Banks	28.14	-
Pharmaceuticals & Biotechnology	8.42	-
Ferrous Metals	3.61	-
Transport Services	4.32	-
Agricultural, Commercial & Construction Vehicles	1.6	-
Chemicals & Petrochemicals	1.05	-
Industrial Products	4.12	-
Consumer Durables	0.5	-
Telecom - Services	6.32	-
Financial Technology (Fintech)	2.82	-
IT - Software	6.28	-
Automobiles	3.94	-
Realty	3.44	-
Retailing	6.72	-
Insurance	2.72	-
Leisure Services	2.11	-
Energy	-	4.43
Technology	-	13.26
Consumer Cyclical	-	8.09
Industrials	-	9.24
Consumer Defensive	-	1.85
Financial Services	-	27.81
Healthcare	-	12.23
Basic Materials	-	5.98
Real Estate	-	3.53
Utilities	-	5.57