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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) | ₹3688 Cr | ₹6998 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 | 0.39% | -0.15% |
| 6 Month | 4.7% | 6.01% |
| 1 Year | 4.16% | 0.99% |
| 3 Year | 16.14% | 15.34% |
| 5 Year | 17.8% | 18.04% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.79% | 3.17% |
| 1 Year | 16.26% | 15.2% |
| 3 Year | 16.04% | 14.63% |
| 5 Year | 15.1% | 14.83% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.19% | 10.41% |
| 3 Year | 13% | 14.43% |
| 5 Year | 14.24% | 13.13% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.77% | 12.94% |
| Sharp | 0.81% | 0.76% |
| Beta | 0.92% | 0.96% |
| Alpha | -0.68% | -1.65% |
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 | 12.39 | 4.68 |
| Large Cap | 37.95 | 44.66 |
| Mid Cap | 33.86 | 38.74 |
| Small Cap | 15.8 | 11.92 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.59 | 1.92 |
| Technology | 13.18 | 4 |
| Consumer Cyclical | 18.35 | 14.56 |
| Healthcare | 10.86 | 9.89 |
| Basic Materials | 1.61 | 8.73 |
| Financial Services | 30.45 | 28.45 |
| Consumer Defensive | 8.31 | 4.53 |
| Industrials | 6.33 | 11.08 |
| Utilities | 1.59 | 1.73 |
| Real Estate | 3.29 | 2.8 |
| Communication Services | 3.44 | 5.36 |
| Energy | - | 6.96 |
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