Franklin India Equity Advantage Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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Franklin India Large & Mid Cap Fund - Growth Plan

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Sundaram Large and Midcap Fund Regular Plan - Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	Franklin India Large & Mid Cap Fund - Growth Plan	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹3558 Cr	₹6740 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	02 Mar 2005	27 Feb 2007
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	72.19%	25%
Expense Ratio	2.02	1.85
Manager	R Janakiraman	Ashish Aggarwal
ISIN Code	INF090I01205	INF903J01DT1
Exits Load	Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	0.37%	1.23%
6 Month	13.29%	10.98%
1 Year	1.78%	-0.51%
3 Year	17.77%	17.26%
5 Year	21.82%	20.71%

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	1.41%	2.87%
1 Year	12.42%	12.1%
3 Year	16.09%	15%
5 Year	15.28%	15.25%

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	12.31%	10.64%
3 Year	12.82%	14.28%
5 Year	14.14%	12.91%

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	13.08%	13.41%
Sharp	0.72%	0.68%
Beta	0.96%	0.99%
Alpha	0.94%	0.38%

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	R Janakiraman	Ashish Aggarwal
Total AUM	₹50034 Cr	₹9635 Cr
Funds Managed	8	7
	Franklin India Large & Mid Cap Fund - Growth Plan	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	10.99	4.85
Large Cap	41.79	44.66
Mid Cap	31.89	38.19
Small Cap	15.32	12.29

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.47	2.77
Technology	14.36	3.82
Consumer Cyclical	18.33	15.64
Healthcare	9.79	10.24
Basic Materials	2.13	8.54
Financial Services	24.73	26.08
Consumer Defensive	10.27	5.69
Industrials	8.97	9.52
Utilities	1.52	2.67
Real Estate	3.42	2.64
Communication Services	3.01	5.98
Energy	-	6.42