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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) | ₹12421 Cr | ₹1825 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 | 2.2% | 2.09% |
| 6 Month | 14.77% | 14.33% |
| 1 Year | -2.48% | -5.68% |
| 3 Year | 15.71% | 14.97% |
| 5 Year | 24.38% | 20.07% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.29% | 3.9% |
| 1 Year | 11.55% | 8.22% |
| 3 Year | 15.42% | 13.85% |
| 5 Year | 16.85% | 14.8% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.17% | 19.73% |
| 3 Year | 15.53% | 18.87% |
| 5 Year | 17.45% | 21.71% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 13.13% |
| Sharp | 0.83% | 0.62% |
| Beta | 0.85% | 0.93% |
| Alpha | 2.01% | 0.77% |
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 | 4.76 | 9.79 |
| Large Cap | 78.39 | 56.53 |
| Mid Cap | 11.24 | 15.42 |
| Small Cap | 5.6 | 18.27 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.76 | 9.79 |
| Energy | 5.37 | 4.24 |
| Consumer Defensive | 4.3 | 1.93 |
| Financial Services | 35 | 26.76 |
| Healthcare | 8.78 | 15.33 |
| Basic Materials | 4.32 | 2.36 |
| Industrials | 9.72 | 7.99 |
| Communication Services | 6.01 | - |
| Technology | 5.13 | 13.58 |
| Consumer Cyclical | 13.15 | 9.41 |
| Real Estate | 3.47 | 1.78 |
| Utilities | - | 6.83 |
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