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)	₹12303 Cr	₹1819 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	0.78%	0.53%
6 Month	5.85%	6.97%
1 Year	2.97%	-2.07%
3 Year	15.59%	14.25%
5 Year	22.64%	18.66%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
6 Month	3.22%	3.23%
1 Year	12.74%	10.14%
3 Year	14.62%	12.84%
5 Year	15.95%	14.06%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
1 Year	12%	18.6%
3 Year	15.65%	18.64%
5 Year	17.65%	20.38%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	11.81%	12.52%
Sharp	0.86%	0.65%
Beta	0.86%	0.91%
Alpha	1.17%	-0.40%

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	3.85	9.03
Large Cap	76.33	58.64
Mid Cap	13.16	16.95
Small Cap	6.67	15.38

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Fund-Regular Plan-Growth
Others	3.85	6.62
Petroleum Products	5.32	-
Personal Products	1.32	-
Diversified FMCG	2.91	-
Banks	28.74	-
Pharmaceuticals & Biotechnology	8.43	-
Ferrous Metals	3.43	-
Transport Services	4.38	-
Agricultural, Commercial & Construction Vehicles	1.66	-
Chemicals & Petrochemicals	1.15	-
Industrial Products	4.08	-
Consumer Durables	0.5	-
Telecom - Services	5.95	-
Financial Technology (Fintech)	2.6	-
IT - Software	6.1	-
Automobiles	4.01	-
Realty	3.37	-
Retailing	7.08	-
Insurance	2.89	-
Leisure Services	2.24	-
Energy	-	4.17
Technology	-	14.36
Consumer Cyclical	-	8.37
Industrials	-	10.69
Consumer Defensive	-	1.94
Financial Services	-	26.1
Healthcare	-	16.76
Real Estate	-	2.29
Basic Materials	-	2.36
Utilities	-	6.34