SBI Focused Equity Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon SBI 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 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 Very High
Asset Size (Cr) ₹12198 Cr ₹35030 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jul 2007 01 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 24.24% 12%
Expense Ratio 1.76 1.57
Manager Sandeep Manam Pradeep Kesavan
ISIN Code INF090I01981 INF200K01370
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Equity Fund - Regular Plan -Growth
1 Month -6.77% -4.71%
6 Month 7.34% 7.84%
1 Year 28.5% 22.3%
3 Year 14.32% 7.63%
5 Year 20.65% 16.86%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Equity Fund - Regular Plan -Growth
6 Month - -
1 Year 17.28% 19.59%
3 Year 22.01% 18.45%
5 Year 23.44% 18.68%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Equity Fund - Regular Plan -Growth
1 Year 12.6% 16.48%
3 Year 15.23% 15.47%
5 Year 16.85% 16.6%

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 0.75% 0.35%
Beta 0.91% 0.7%
Alpha 1.62% -2.2%

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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 3.12 26.1
Large Cap 73.36 36.81
Mid Cap 18.09 35.83
Small Cap 5.46 1.26

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

SBI Focused Equity Fund - Regular Plan -Growth

Others 2.9 8.42
Financial 28.83 32.95
Energy 5 -
Technology 7.07 -
Materials 2.29 2.95
Consumer Staples 1.97 7.5
Construction 8.93 -
Healthcare 8.9 9.13
Metals & Mining 3.14 -
Chemicals 1.47 5.32
Capital Goods 6.08 -
Communication 5.04 9.67
Services 9.85 13.09
Automobile 7.02 3.64
Insurance 1.54 3.3
Consumer Discretionary - 1.99
Textiles - 2.04

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