Franklin India Flexi Cap Fund vs Aditya Birla Sun Life 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) | ₹18988 Cr | ₹23127 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 | -2.51% | -1% |
6 Month | 11.74% | 14.32% |
1 Year | -3.35% | -0.84% |
3 Year | 18.39% | 16.9% |
5 Year | 22.63% | 18.87% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
6 Month | 1.68% | 2.89% |
1 Year | 4.87% | 8.47% |
3 Year | 17.38% | 17.1% |
5 Year | 18.65% | 16.29% |
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 | 12.59% | 12.55% |
Sharp | 1.03% | 0.91% |
Beta | 0.92% | 0.94% |
Alpha | 3.72% | 0.93% |
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 |
Top Comparisons
ITI Small Cap Fund Regular - Growth
3Y Returns25.4%
ICICI Prudential Smallcap Fund - Growth
3Y Returns18.03%
BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth
3Y Returns7.84%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns7.56%
SBI Small Cap Fund Regular Growth
3Y Returns15.15%
Tata Small Cap Fund Regular Growth
3Y Returns21.3%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns18.56%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns15.69%