Based on the popular 80s card game, each week we select an asset class and use FE fundinfo data to compare two funds based on their three-year performance, assets under management, alpha, volatility, ongoing charges and information ratio to decide which is the Top Trump.
This week, the Allianz India Equity fund defeats the Franklin India fund 5‐1.
Allianz India Equity fund
The fund concentrates on the stocks of companies domiciled in the Indian subcontinent, in particular in India, Pakistan, Sri Lanka or Bangladesh. Its investment objective is to attain capital growth over the long term.
Sector allocation:
- Consumer Discretionary (25.6%)
- Financials (20.9%)
- Information Technology (13.4%)
- Industrials (13.2%)
- Utilities (6.9%)
- Real Estate (5.8%)
- Energy (3%)
- Materials (2.3%)
- Communication Services (2%)
- Others (7%)
Franklin India fund
The fund pursues an actively managed investment strategy and invests mainly in equity and equity-related securities issued by companies of any size located in, or doing significant business in, India.
Sector allocation:
- Financials (25.2%)
- Consumer Discretionary (23.7%)
- Information Technology (14.9%)
- Industrials (9.9%)
- Healthcare (9.8%)
- Consumer Staples (5.8%)
- Energy (3.5%)
- Materials (2%)
- Others (6.9%)
- Cash & Cash Equivalents (1.79%)
