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) ₹12068 Cr ₹34941 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 1.76 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 1.65% 2.43%
6 Month 0.74% 4.3%
1 Year 22.52% 19.52%
3 Year 18.77% 10.65%
5 Year 20% 16.92%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan SBI Focused Equity Fund - Regular Plan -Growth
6 Month - -
1 Year 10.87% 13.59%
3 Year 20.9% 17.43%
5 Year 22.91% 17.98%

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 0.87% 0.24%
Beta 0.9% 0.74%
Alpha 2.34% -4.49%

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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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