Tata Focused Equity Fund vs Franklin India Focused Equity Fund compare

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Franklin India Focused Equity Fund - Growth Plan

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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)	₹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	4.29%	4.12%
6 Month	-13.85%	-14.76%
1 Year	4.92%	4.58%
3 Year	15.73%	13.14%
5 Year	27.97%	24.66%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-5.08%	-7.34%
1 Year	-10.11%	-12.21%
3 Year	13.95%	12.86%
5 Year	18.05%	15.85%

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	0.61%	0.518%
Beta	0.89%	0.995%
Alpha	2%	-0.625%

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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	4.77	4.77
Large Cap	77.06	58.06
Mid Cap	13.61	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	4.77	4.77
Energy	6.28	4.04
Technology	7.14	12.7
Basic Materials	6.14	2.32
Consumer Defensive	4.33	-
Financial Services	33.91	28.27
Healthcare	9.31	7.4
Industrials	7.97	13.18
Communication Services	5.49	1.99
Consumer Cyclical	11.96	16.91
Real Estate	2.7	2.06
Utilities	-	6.35