INVESCO INDIA FOCUSED FUND vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11553 Cr | ₹3361 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Jul 2007 | 29 Sep 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 24.24% | 84% |
Expense Ratio | 1.78 | 1.87 |
Manager | Sandeep Manam | Hiten Jain |
ISIN Code | INF090I01981 | INF205KA1189 |
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 | Invesco India Focused Fund - 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 | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Month | 6.3% | 6.18% |
6 Month | -6.96% | -8.94% |
1 Year | 7.63% | 13.77% |
3 Year | 15.43% | 19.95% |
5 Year | 25.1% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | -4.36% | -5.34% |
1 Year | -12.89% | -10.15% |
3 Year | 11.95% | 22.21% |
5 Year | 16.37% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 12.63% | 20.31% |
3 Year | 15.24% | 21.04% |
5 Year | 17.1% | - |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 11.81% | 15.823% |
Sharp | 0.58% | 0.731% |
Beta | 0.87% | 0.973% |
Alpha | 1.68% | 5.017% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Name | Sandeep Manam | Hiten Jain |
Total AUM | ₹74256 Cr | ₹4078 Cr |
Funds Managed | 20 | 4 |
Franklin India Focused Equity Fund - Growth Plan | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 4.35 | 6.39 |
Large Cap | 78.62 | 56.74 |
Mid Cap | 12.48 | 22.77 |
Small Cap | 4.55 | 14.1 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 4.35 | 6.39 |
Energy | 5.06 | - |
Technology | 7.26 | 13.99 |
Basic Materials | 6.06 | 3.86 |
Consumer Defensive | 4.2 | 4.89 |
Financial Services | 35.09 | 17.84 |
Healthcare | 9.19 | 10.98 |
Industrials | 7.37 | 26.95 |
Communication Services | 5.61 | - |
Consumer Cyclical | 12.84 | 15.09 |
Real Estate | 2.96 | - |
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