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Tata Focused Equity Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11553 Cr | ₹1739 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 Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.82% | 2.8% |
| 6 Month | -1.64% | -6.14% |
| 1 Year | 6.23% | 4.18% |
| 3 Year | 17.53% | 14.56% |
| 5 Year | 25.59% | 22.3% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.11% | -0.75% |
| 1 Year | -4.33% | -7.56% |
| 3 Year | 15.45% | 14.09% |
| 5 Year | 18.47% | 16.16% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.63% | 22.62% |
| 3 Year | 15.24% | 19.32% |
| 5 Year | 17.1% | 18.37% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 14.255% |
| Sharp | 0.58% | 0.518% |
| Beta | 0.87% | 0.995% |
| Alpha | 1.68% | -0.625% |
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Fund Managers
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Equity 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 Equity Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.35 | 4.77 |
| Large Cap | 78.62 | 58.06 |
| Mid Cap | 12.48 | 16.49 |
| Small Cap | 4.55 | 20.69 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.35 | 4.77 |
| Energy | 5.06 | 4.04 |
| Technology | 7.26 | 12.7 |
| Basic Materials | 6.06 | 2.32 |
| Consumer Defensive | 4.2 | - |
| Financial Services | 35.09 | 28.27 |
| Healthcare | 9.19 | 7.4 |
| Industrials | 7.37 | 13.18 |
| Communication Services | 5.61 | 1.99 |
| Consumer Cyclical | 12.84 | 16.91 |
| Real Estate | 2.96 | 2.06 |
| Utilities | - | 6.35 |
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