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Tata Focused Equity Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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 11.81% 13.69%
Sharp 0.95% 0.93%
Beta 0.88% 0.93%
Alpha 1.7% -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 8.09
Large Cap 78.42 58.66
Mid Cap 11.06 15.48
Small Cap 5.19 17.77

Sector Allocation

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

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