Tata Focused Equity Fund vs Franklin India Focused Equity Fund compare

Link copied to clipboard!

Franklin India Focused Equity Fund - Growth Plan

Invest Now

Tata Focused Equity Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
Fund	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹11553 Cr	₹1739 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	26 Jul 2007	05 Dec 2019
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	24.24%	32.33%
Expense Ratio	1.78	2.04
Manager	Sandeep Manam	Kapil Malhotra
ISIN Code	INF090I01981	INF277K010Y2
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	Tata Focused Equity Fund - Regular Plan - 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	Tata Focused Equity Fund-Regular Plan-Growth
1 Month	3.17%	2.97%
6 Month	-5.81%	-9.21%
1 Year	8.78%	8.1%
3 Year	16.2%	13.57%
5 Year	26.35%	24.13%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	0.33%	-2.71%
1 Year	-4.19%	-9.36%
3 Year	15.43%	13.31%
5 Year	18.52%	15.75%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
1 Year	12.63%	22.62%
3 Year	15.24%	19.32%
5 Year	17.1%	18.37%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	11.81%	14.255%
Sharp	0.58%	0.518%
Beta	0.87%	0.995%
Alpha	1.68%	-0.625%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
Name	Sandeep Manam	Kapil Malhotra
Total AUM	₹74256 Cr	₹18472 Cr
Funds Managed	20	7
	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
Others	4.35	4.77
Large Cap	78.62	58.06
Mid Cap	12.48	16.49
Small Cap	4.55	20.69

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
Others	4.35	4.77
Energy	5.06	4.04
Technology	7.26	12.7
Basic Materials	6.06	2.32
Consumer Defensive	4.2	-
Financial Services	35.09	28.27
Healthcare	9.19	7.4
Industrials	7.37	13.18
Communication Services	5.61	1.99
Consumer Cyclical	12.84	16.91
Real Estate	2.96	2.06
Utilities	-	6.35