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)	₹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

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%

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%

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%

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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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	5.31	9.07
Large Cap	78.43	57.74
Mid Cap	11.07	15.54
Small Cap	5.19	17.66

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