Tata 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 Tata 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 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) ₹12068 Cr ₹1848 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 1.76 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

Trailing Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Equity Fund-Regular Plan-Growth
1 Month -5.9% -6.52%
6 Month -7.49% -5.57%
1 Year 10.66% 8.83%
3 Year 13.72% 12.98%
5 Year 18.19% 16.84%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year -0.24% 1.77%
3 Year 16.95% 17.53%
5 Year 20.4% 19.2%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Equity Fund-Regular Plan-Growth
1 Year 12.6% 23.17%
3 Year 15.23% 19.75%
5 Year 16.85% -

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 11.81% 12.55%
Sharp 0.77% 0.97%
Beta 0.9% 0.96%
Alpha 2.6% -0.29%

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Fund Managers

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
Fund Manage 20 7
Franklin India Focused Equity Fund - Growth Plan Tata Focused Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Tata Focused Equity Fund-Regular Plan-Growth

Others 5.14 4.67
Small Cap 4.04 16.32
Large Cap 76.39 57.48
Mid Cap 14.45 21.53

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Tata Focused Equity Fund-Regular Plan-Growth

Others 5.14 4.67
Realty 3.3 -
Petroleum Products 5.93 -
IT - Software 5.82 -
Cement & Cement Products 1.58 -
Personal Products 1.12 -
Diversified FMCG 2.83 -
Banks 28.65 -
Pharmaceuticals & Biotechnology 9.58 -
Ferrous Metals 3.08 -
Transport Services 2.99 -
Chemicals & Petrochemicals 1.68 -
Industrial Products 4.66 -
Consumer Durables 0.74 -
Telecom - Services 5.21 -
Financial Technology (Fintech) 3.24 -
Automobiles 2.94 -
Retailing 4.71 -
Auto Components 2.1 -
Insurance 2.57 2.16
Leisure Services 2.15 -
Energy - 12.19
Automobile - 8.46
Materials - 4.98
Construction - 5.14
Financial - 26.79
Healthcare - 7.47
Technology - 9.76
Capital Goods - 5.91
Services - 12.47

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