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Tata Focused Equity Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
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) | ₹12649 Cr | ₹1859 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 | -3.91% | -3.54% |
| 6 Month | -1.5% | -0.67% |
| 1 Year | 8.25% | 5.02% |
| 3 Year | 14.35% | 13.72% |
| 5 Year | 17.06% | 14.71% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.03% | -0.31% |
| 1 Year | 6.16% | 6.96% |
| 3 Year | 11.28% | 10.14% |
| 5 Year | 13.71% | 12.34% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.58% | 16.63% |
| 3 Year | 15.71% | 18.12% |
| 5 Year | 17.92% | 19.84% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 12.55% |
| Sharp | 0.84% | 0.72% |
| Beta | 0.85% | 0.91% |
| Alpha | 0.57% | -0.98% |
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 | 3.5 | 8.24 |
| Large Cap | 79.11 | 70.39 |
| Small Cap | 5.94 | 9.88 |
| Mid Cap | 11.45 | 11.49 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.5 | 6.5 |
| Energy | 5.96 | 4.7 |
| Technology | 8.63 | 10.42 |
| Financial Services | 34.07 | 26.48 |
| Consumer Defensive | 2.61 | 1.25 |
| Healthcare | 8.01 | 13.16 |
| Basic Materials | 5.98 | 7.44 |
| Industrials | 9.84 | 9.64 |
| Communication Services | 6.12 | 0.83 |
| Consumer Cyclical | 12.16 | 11.25 |
| Real Estate | 3.11 | 2.74 |
| Utilities | - | 5.58 |
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