Franklin Asian Equity Fund - Growth Plan vs Tata Focused Fund-Direct Plan-Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Tata Focused Fund-Direct Plan-Growth appears stronger on several metrics, including a higher star rating of 3 and a lower expense ratio of 0.92%, which can enhance net returns for investors. Although Franklin Asian Equity Fund has a significantly larger AUM of ₹10410 Cr compared to Tata's ₹1624 Cr, it has lower returns across the 1Y, 3Y CAGR, and 5Y CAGR periods. Investors should consider that while Tata Focused Fund offers better performance and cost efficiency, it has a smaller asset base, which may impact liquidity and management scale. Ultimately, for investors choosing between these two funds, Tata Focused Fund may provide a more favorable balance of performance and cost.
Franklin Asian Equity Fund - Growth Plan
Franklin Templeton Mutual Fund
★★★★★
Equity · Focused
Tata Focused Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Equity · Focused
| Metric | Franklin Asian Equity ... | Tata Focused Fund-Dire... |
|---|---|---|
| NAV | ₹116.01 | ₹25.52 |
| Star Rating | ★★ | ★★★ |
| Expense Ratio | 1.17% | 0.92% |
| AUM | ₹10,410 Cr | ₹1,624 Cr |
| 1M Return | +7.15% | +7.57% |
| 3M Return | -1.16% | -2.19% |
| 6M Return | +0.17% | +0.0% |
| 1Y Return | -6.29% | -1.34% |
| 3Y CAGR | +9.41% | +10.14% |
| 5Y CAGR | +9.16% | +9.48% |
| Risk Level | — | — |
| Fund Manager | Anand Radhakrishnan, Roshi Jain, Srikesh Nair | Rupesh Patel |