INVESCO INDIA FOCUSED FUND vs Franklin India Focused Equity Fund compare

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)	₹12068 Cr	₹3293 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	1.76	1.91
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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	INVESCO INDIA FOCUSED FUND - Growth
1 Month	-3.78%	-8.26%
6 Month	-5.55%	-0.23%
1 Year	13.17%	25.78%
3 Year	14.68%	18.48%
5 Year	19.38%	-

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	INVESCO INDIA FOCUSED FUND - Growth
6 Month	-	-
1 Year	5.95%	25.8%
3 Year	19.8%	34.64%
5 Year	22.2%	-

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	INVESCO INDIA FOCUSED FUND - Growth
1 Year	12.6%	18.11%
3 Year	15.23%	21.21%
5 Year	16.85%	-

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	11.81%	14.15%
Sharp	0.77%	1.12%
Beta	0.9%	0.93%
Alpha	2.6%	4.7%

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
Fund Manage	20	4
	Franklin India Focused Equity Fund - Growth Plan	INVESCO INDIA FOCUSED FUND - Growth

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	INVESCO INDIA FOCUSED FUND - Growth
Others	5.14	6.65
Small Cap	4.04	14.69
Large Cap	76.39	51.13
Mid Cap	14.45	27.53

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	INVESCO INDIA FOCUSED FUND - Growth
Others	5.14	6.65
Realty	3.3	-
Petroleum Products	5.93	-
IT - Software	5.82	8.61
Cement & Cement Products	1.58	-
Personal Products	1.12	-
Diversified FMCG	2.83	-
Banks	28.65	17.9
Pharmaceuticals & Biotechnology	9.58	7.45
Ferrous Metals	3.08	-
Transport Services	2.99	4.33
Chemicals & Petrochemicals	1.68	-
Industrial Products	4.66	-
Consumer Durables	0.74	11.36
Telecom - Services	5.21	-
Financial Technology (Fintech)	3.24	-
Automobiles	2.94	-
Retailing	4.71	10.63
Auto Components	2.1	-
Insurance	2.57	-
Leisure Services	2.15	-
Construction	-	4.89
Electrical Equipment	-	9.4
Paper, Forest & Jute Products	-	4
Aerospace & Defense	-	2.68
Beverages	-	5.24
Agricultural, Commercial & Construction Vehicles	-	3.31
Healthcare Services	-	3.55