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) | ₹19796 Cr | ₹24815 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 | -0.15% | 0.25% |
| 6 Month | 1.99% | 5.68% |
| 1 Year | 0.72% | 6.61% |
| 3 Year | 17.02% | 17.08% |
| 5 Year | 20% | 16.94% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.73% | 3.81% |
| 1 Year | 11.38% | 18.75% |
| 3 Year | 14.97% | 16.86% |
| 5 Year | 16.26% | 15.6% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 17.08% | 15.86% |
| 3 Year | 18.66% | 16.65% |
| 5 Year | 17.32% | 16.28% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 12.37% | 12.70% |
| Sharp | 0.83% | 0.78% |
| Beta | 0.93% | 0.96% |
| Alpha | 2.24% | 1.65% |
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 | 3.96 | 4.5 |
| Large Cap | 75.07 | 62.38 |
| Small Cap | 8.12 | 13.44 |
| Mid Cap | 12.85 | 19.67 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 3.67 | 1.63 |
| Energy | 4.68 | 4.82 |
| Technology | 8.04 | 9.78 |
| Industrials | 12.87 | 10.17 |
| Financial Services | 28.4 | 31.83 |
| Healthcare | 6.84 | 6.5 |
| Basic Materials | 5.36 | 10.71 |
| Consumer Cyclical | 11.41 | 13.73 |
| Communication Services | 5.83 | 2.69 |
| Utilities | 5.67 | - |
| Consumer Defensive | 5.42 | 7.49 |
| Real Estate | 1.81 | 0.64 |
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