Franklin India Focused Equity Fund vs Tata Focused Equity Fund compare

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Franklin India Focused Equity Fund - Growth Plan

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Tata Focused Equity 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 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 Risk	Very High Risk
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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
1 Month	-0.41%	-2.27%
6 Month	-9.52%	-11.02%
1 Year	6.87%	4.1%
3 Year	14.5%	13.38%
5 Year	18.36%	16.12%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-	-
1 Year	-6.96%	-8.26%
3 Year	14.58%	13.65%
5 Year	19.06%	17.01%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
1 Year	12.75%	22.62%
3 Year	15.26%	19.32%
5 Year	17.04%	18.37%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	11.81%	14.255%
Sharp	0.59%	0.518%
Beta	0.93%	0.995%
Alpha	0.59%	-0.625%

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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
Fund Manage	20	7
	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
Others	5.14	2.62
Small Cap	4.04	25.04
Large Cap	76.39	56.27
Mid Cap	14.45	16.07

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
Others	5.14	2.62
Realty	3.3	2.3
Petroleum Products	5.93	3.62
IT - Software	5.82	8.45
Cement & Cement Products	1.58	2.15
Personal Products	1.12	-
Diversified FMCG	2.83	-
Banks	28.65	22.3
Pharmaceuticals & Biotechnology	9.58	5.39
Ferrous Metals	3.08	-
Transport Services	2.99	-
Chemicals & Petrochemicals	1.68	-
Industrial Products	4.66	-
Consumer Durables	0.74	5.43
Telecom - Services	5.21	-
Financial Technology (Fintech)	3.24	-
Automobiles	2.94	-
Retailing	4.71	8.36
Auto Components	2.1	5.32
Insurance	2.57	1.94
Leisure Services	2.15	2.69
Construction	-	10.06
Healthcare Services	-	1.99
Finance	-	2.1
Entertainment	-	2.22
Agricultural, Commercial & Construction Vehicles	-	3.01
Commercial Services & Supplies	-	3.97
Power	-	6.08