Franklin India Focused Equity Fund vs Tata Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon 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 Very High
Asset Size (Cr) ₹12198 Cr ₹1816 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 1.76 2.04
Manager Sandeep Manam Kapil Malhotra
ISIN Code INF090I01981 INF277K010Y2
Exits Load Exit load of 1% if redeemed within 1 year/365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Equity Fund-Regular Plan-Growth
1 Month -5.71% -4.93%
6 Month 5.04% 9.14%
1 Year 26.54% 28.31%
3 Year 15.13% 14.81%
5 Year 19.72% -

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 17.28% 20.04%
3 Year 22.01% 22.77%
5 Year 23.44% -

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Equity Fund-Regular Plan-Growth
1 Year 12.6% 23.17%
3 Year 15.23% 19.75%
5 Year 16.85% -

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 11.81% 12.55%
Sharp 0.75% 0.97%
Beta 0.91% 0.96%
Alpha 1.62% -0.29%

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Fund Managers

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

Market Cap

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Tata Focused Equity Fund-Regular Plan-Growth

Others 3.12 4.67
Large Cap 73.36 57.48
Mid Cap 18.09 21.53
Small Cap 5.46 16.32

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Tata Focused Equity Fund-Regular Plan-Growth

Others 2.9 4.67
Financial 28.83 26.79
Energy 5 12.19
Technology 7.07 9.76
Materials 2.29 4.98
Consumer Staples 1.97 -
Construction 8.93 5.14
Healthcare 8.9 7.47
Metals & Mining 3.14 -
Chemicals 1.47 -
Capital Goods 6.08 5.91
Communication 5.04 -
Services 9.85 12.47
Automobile 7.02 8.46
Insurance 1.54 2.16

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