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) | ₹18727 Cr | ₹22962 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 | 1.83% | 3% |
6 Month | 12.84% | 15.18% |
1 Year | -2.65% | -0.07% |
3 Year | 17.53% | 16.3% |
5 Year | 24.25% | 20.49% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
6 Month | 1.94% | 3.89% |
1 Year | 7.19% | 12.42% |
3 Year | 16.48% | 16.92% |
5 Year | 17.67% | 15.81% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Year | 15.92% | 16.53% |
3 Year | 19.1% | 16.26% |
5 Year | 19.04% | 17.18% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 12.64% | 12.55% |
Sharp | 0.84% | 0.8% |
Beta | 0.92% | 0.95% |
Alpha | 3.34% | 1.47% |
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 | 5.48 | 5.33 |
Large Cap | 72.9 | 65.38 |
Small Cap | 8.63 | 13.11 |
Mid Cap | 13 | 16.17 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 5.48 | 2.46 |
Energy | 4.07 | 4.79 |
Technology | 7.57 | 7.92 |
Industrials | 11.1 | 11.52 |
Financial Services | 28.9 | 32.29 |
Healthcare | 7.87 | 7.34 |
Basic Materials | 5.4 | 10.34 |
Consumer Cyclical | 12.09 | 12.46 |
Communication Services | 5.35 | 3.03 |
Utilities | 5.56 | - |
Consumer Defensive | 4.69 | 7.18 |
Real Estate | 1.92 | 0.67 |
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