SBI Focused Equity Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹11553 Cr | ₹34678 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Jul 2007 | 08 Oct 2004 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 24.24% | 12% |
Expense Ratio | 1.78 | 1.57 |
Manager | Sandeep Manam | Pradeep Kesavan |
ISIN Code | INF090I01981 | INF200K01370 |
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 | SBI Focused Equity Fund - Regular Plan - 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 | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
1 Month | -0.41% | -2.63% |
6 Month | -9.52% | -4.18% |
1 Year | 6.87% | 11.9% |
3 Year | 14.5% | 10.94% |
5 Year | 18.36% | 14.19% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
6 Month | - | - |
1 Year | -6.66% | 3.87% |
3 Year | 14.46% | 14.86% |
5 Year | 18.68% | 15.9% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
1 Year | 12.75% | 16.6% |
3 Year | 15.26% | 15.37% |
5 Year | 17.04% | 16.58% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 11.81% | 12.03% |
Sharp | 0.59% | 0.47% |
Beta | 0.93% | 0.7% |
Alpha | 0.59% | -0.27% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Name | Sandeep Manam | Pradeep Kesavan |
Total AUM | ₹74256 Cr | ₹434274 Cr |
Fund Manage | 20 | 43 |
Franklin India Focused Equity Fund - Growth Plan | SBI Focused Equity Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 5.14 | 17.81 |
Small Cap | 4.04 | 5.92 |
Large Cap | 76.39 | 43.99 |
Mid Cap | 14.45 | 32.28 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 5.14 | 17.81 |
Realty | 3.3 | - |
Petroleum Products | 5.93 | - |
IT - Software | 5.82 | - |
Cement & Cement Products | 1.58 | 3.14 |
Personal Products | 1.12 | 4.39 |
Diversified FMCG | 2.83 | - |
Banks | 28.65 | 18.18 |
Pharmaceuticals & Biotechnology | 9.58 | 4.55 |
Ferrous Metals | 3.08 | - |
Transport Services | 2.99 | 0.42 |
Chemicals & Petrochemicals | 1.68 | 4.1 |
Industrial Products | 4.66 | - |
Consumer Durables | 0.74 | 2.21 |
Telecom - Services | 5.21 | 5.87 |
Financial Technology (Fintech) | 3.24 | - |
Automobiles | 2.94 | 3.22 |
Retailing | 4.71 | 2.89 |
Auto Components | 2.1 | 6.41 |
Insurance | 2.57 | 2.74 |
Leisure Services | 2.15 | 3.74 |
Capital Markets | - | 0.08 |
Electrical Equipment | - | 2.96 |
Finance | - | 9.11 |
Food Products | - | 2.8 |
Transport Infrastructure | - | 3.03 |
Textiles & Apparels | - | 2.35 |
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