- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Franklin India Equity Advantage Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Franklin India Large & Mid Cap Fund - Growth Plan
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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) | ₹3579 Cr | ₹6789 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.19% | -1.56% |
| 6 Month | 12.94% | 11.11% |
| 1 Year | 4.5% | 0.69% |
| 3 Year | 15.58% | 15.03% |
| 5 Year | 22.04% | 20.44% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.68% | 3.6% |
| 1 Year | 8.3% | 3.89% |
| 3 Year | 16.54% | 14.32% |
| 5 Year | 15.99% | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.47% | 10.83% |
| 3 Year | 12.76% | 14.22% |
| 5 Year | 14.04% | 12.76% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.22% | 13.68% |
| Sharp | 0.75% | 0.73% |
| Beta | 0.95% | 0.98% |
| Alpha | 1.02% | 0.80% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10 | 5.3 |
| Large Cap | 42.68 | 45.65 |
| Mid Cap | 31 | 37.21 |
| Small Cap | 16.32 | 11.84 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.89 | 2.13 |
| Energy | 0 | 6.6 |
| Technology | 11.23 | 3.55 |
| Consumer Cyclical | 20.13 | 15.72 |
| Healthcare | 9.82 | 9.95 |
| Basic Materials | 4.18 | 7.94 |
| Financial Services | 24.84 | 26.53 |
| Consumer Defensive | 9.72 | 5.95 |
| Industrials | 11.37 | 9.09 |
| Utilities | 1.33 | 2.74 |
| Real Estate | 3.32 | 2.64 |
| Communication Services | 2.17 | 7.15 |
Top Comparisons
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns19.51%
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns23.31%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns12.87%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns14.32%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns15.78%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.35%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns22.02%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns22.51%
