Franklin India Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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 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 Very High
Asset Size (Cr) ₹12198 Cr ₹7642 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jul 2007 05 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 1.76 1.82
Manager Sandeep Manam Dhaval Joshi
ISIN Code INF090I01981 INF209K01462
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month -6.77% -6.12%
6 Month 7.34% 10.69%
1 Year 28.5% 30.52%
3 Year 14.32% 11.67%
5 Year 20.65% 16.95%

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 17.28% 20.93%
3 Year 22.01% 21.14%
5 Year 23.44% 20.03%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 12.6% 12.77%
3 Year 15.23% 12.19%
5 Year 16.85% 13.25%

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 0.75% 0.57%
Beta 0.91% 0.93%
Alpha 1.62% -0.96%

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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 3.12 3.32
Large Cap 73.36 82.9
Mid Cap 18.09 11.95
Small Cap 5.46 1.84

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 2.9 2.93
Financial 28.83 33.34
Energy 5 9.17
Technology 7.07 10.52
Materials 2.29 3.82
Consumer Staples 1.97 6.37
Construction 8.93 9.13
Healthcare 8.9 4.04
Metals & Mining 3.14 -
Chemicals 1.47 -
Capital Goods 6.08 -
Communication 5.04 5.74
Services 9.85 -
Automobile 7.02 8.17
Insurance 1.54 2.78
Consumer Discretionary - 4

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