Franklin India Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹11553 Cr | ₹7354 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Jul 2007 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.24% | 45% |
Expense Ratio | 1.78 | 1.82 |
Manager | Sandeep Manam | Dhaval Joshi |
ISIN Code | INF090I01981 | INF209K01462 |
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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | -0.41% | -1.69% |
6 Month | -9.52% | -7.42% |
1 Year | 6.87% | 6.34% |
3 Year | 14.5% | 12.53% |
5 Year | 18.36% | 14.69% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -6.96% | -4.86% |
3 Year | 14.58% | 13.98% |
5 Year | 19.06% | 15.85% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 12.75% | 12.97% |
3 Year | 15.26% | 12.3% |
5 Year | 17.04% | 13.39% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 11.81% | 12.25% |
Sharp | 0.59% | 0.48% |
Beta | 0.93% | 0.92% |
Alpha | 0.59% | -0.92% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Name | Sandeep Manam | Dhaval Joshi |
Total AUM | ₹74256 Cr | ₹361932 Cr |
Fund Manage | 20 | 55 |
Franklin India Focused Equity Fund - Growth Plan | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 5.14 | 5.17 |
Small Cap | 4.04 | 2.27 |
Large Cap | 76.39 | 79.66 |
Mid Cap | 14.45 | 12.51 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 5.14 | 5.17 |
Realty | 3.3 | 2.5 |
Petroleum Products | 5.93 | 4.8 |
IT - Software | 5.82 | 12.49 |
Cement & Cement Products | 1.58 | 1.74 |
Personal Products | 1.12 | - |
Diversified FMCG | 2.83 | 1.61 |
Banks | 28.65 | 23.64 |
Pharmaceuticals & Biotechnology | 9.58 | 4.3 |
Ferrous Metals | 3.08 | - |
Transport Services | 2.99 | - |
Chemicals & Petrochemicals | 1.68 | - |
Industrial Products | 4.66 | - |
Consumer Durables | 0.74 | 4.26 |
Telecom - Services | 5.21 | 5.39 |
Financial Technology (Fintech) | 3.24 | - |
Automobiles | 2.94 | 7.91 |
Retailing | 4.71 | - |
Auto Components | 2.1 | - |
Insurance | 2.57 | 5.47 |
Leisure Services | 2.15 | - |
Construction | - | 4.42 |
Non - Ferrous Metals | - | 1.7 |
Agricultural Food & other Products | - | 2.05 |
Finance | - | 4.67 |
Power | - | 4.59 |
Beverages | - | 2.9 |
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