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)	₹12147 Cr	₹1796 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	2.87%	3.91%
6 Month	2.54%	-2.3%
1 Year	1.21%	-0.25%
3 Year	21.32%	19.93%
5 Year	24.49%	22.23%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
6 Month	8.31%	7.96%
1 Year	9.33%	5.2%
3 Year	16.96%	15.45%
5 Year	18.68%	16.34%

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%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	11.81%	13.69%
Sharp	0.95%	0.93%
Beta	0.88%	0.93%
Alpha	1.7%	-0.56%

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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	5.31	8.09
Large Cap	78.42	58.66
Mid Cap	11.06	15.48
Small Cap	5.19	17.77

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Others	5.31	8.09
Petroleum Products	5.38	-
Personal Products	1.31	-
Diversified FMCG	2.75	-
Banks	30.78	-
Pharmaceuticals & Biotechnology	8.64	-
Ferrous Metals	3.31	-
Transport Services	3.88	-
Agricultural, Commercial & Construction Vehicles	0.68	-
Chemicals & Petrochemicals	1.28	-
Industrial Products	3.75	-
Consumer Durables	0.54	-
Telecom - Services	5.96	-
Financial Technology (Fintech)	2.61	-
IT - Software	5.99	-
Automobiles	3.55	-
Realty	3.18	-
Retailing	5.66	-
Insurance	3.01	-
Leisure Services	2.41	-
Energy	-	4.4
Technology	-	14.36
Consumer Cyclical	-	11.58
Industrials	-	7.74
Consumer Defensive	-	1.83
Financial Services	-	28.45
Healthcare	-	12.69
Basic Materials	-	2.2
Real Estate	-	1.93
Utilities	-	6.75