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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) | ₹3529 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.88% | 1.04% |
| 6 Month | 9.39% | 7.93% |
| 1 Year | 4.88% | 2.82% |
| 3 Year | 17.11% | 15.46% |
| 5 Year | 20.5% | 20.04% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.63% | 5.15% |
| 1 Year | 16.02% | 16.44% |
| 3 Year | 16.99% | 15.97% |
| 5 Year | 15.72% | 15.73% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.21% | 13.49% |
| Sharp | 0.81% | 0.71% |
| Beta | 0.93% | 0.96% |
| Alpha | -0.39% | -1.82% |
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 | 11.06 | 5.37 |
| Large Cap | 40.51 | 44.26 |
| Mid Cap | 33.38 | 38.01 |
| Small Cap | 15.05 | 12.36 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.3 | 3.16 |
| Technology | 12.71 | 3.67 |
| Consumer Cyclical | 17.24 | 15.48 |
| Healthcare | 9.51 | 10.25 |
| Basic Materials | 2.03 | 8.57 |
| Financial Services | 27.89 | 26.64 |
| Consumer Defensive | 9.77 | 4.69 |
| Industrials | 8.45 | 10.75 |
| Utilities | 1.59 | 1.69 |
| Real Estate | 3.58 | 2.58 |
| Communication Services | 2.93 | 5.83 |
| Energy | - | 6.69 |
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