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) | ₹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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