Aditya Birla Sun Life Flexi Cap Fund vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹18912 Cr | ₹23266 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 1994 | 27 Aug 1998 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 18.1% | 20% |
| Expense Ratio | 1.71 | 1.68 |
| Manager | R Janakiraman | Dhaval Joshi |
| ISIN Code | INF090I01239 | INF209K01AJ8 |
| Exits Load | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 3.36% | 5.13% |
| 6 Month | 5.32% | 8.8% |
| 1 Year | 4.13% | 7.64% |
| 3 Year | 17.86% | 17.55% |
| 5 Year | 24.26% | 20.43% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | -0.72% | 0.39% |
| 1 Year | 4.25% | 9.02% |
| 3 Year | 13.77% | 14.35% |
| 5 Year | 15.92% | 14.32% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 15.68% | 16.28% |
| 3 Year | 19.05% | 16.31% |
| 5 Year | 19.08% | 17.33% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 12.38% | 12.55% |
| Sharp | 0.87% | 0.87% |
| Beta | 0.92% | 0.95% |
| Alpha | 2.08% | 1.05% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Name | R Janakiraman | Dhaval Joshi |
| Total AUM | ₹50034 Cr | ₹361932 Cr |
| Funds Managed | 8 | 55 |
| Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 3.16 | 4.87 |
| Large Cap | 74.6 | 64.21 |
| Small Cap | 8.04 | 12.8 |
| Mid Cap | 14.2 | 18.12 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 3.16 | 1.91 |
| Energy | 4.52 | 4.67 |
| Technology | 7.24 | 9.36 |
| Industrials | 12.87 | 10.97 |
| Financial Services | 28.41 | 31.42 |
| Healthcare | 8.04 | 6.61 |
| Basic Materials | 5.4 | 10.29 |
| Consumer Cyclical | 12.05 | 13.78 |
| Communication Services | 5.61 | 2.74 |
| Utilities | 5.74 | - |
| Consumer Defensive | 5.16 | 7.59 |
| Real Estate | 1.8 | 0.64 |
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