Franklin India Flexi Cap Fund vs HDFC Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
HDFC Flexi Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹20022 Cr | ₹94069 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 1994 | 01 Jan 1995 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 18.1% | 42.17% |
| Expense Ratio | 1.71 | 1.42 |
| Manager | R Janakiraman | Dhruv Muchhal |
| ISIN Code | INF090I01239 | INF179K01608 |
| 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 | HDFC Flexi 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 Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | 0.76% | 0.81% |
| 6 Month | 1.26% | 4.92% |
| 1 Year | 2.47% | 10.55% |
| 3 Year | 18.34% | 21.68% |
| 5 Year | 19.56% | 23.73% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.73% | 3.2% |
| 1 Year | 11.82% | 16.26% |
| 3 Year | 14.69% | 19.1% |
| 5 Year | 16.16% | 20.67% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 16.99% | 19.43% |
| 3 Year | 18.6% | 18.58% |
| 5 Year | 17.36% | 16.63% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.16% | 12.12% |
| Sharp | 0.9% | 1.32% |
| Beta | 0.93% | 0.78% |
| Alpha | 1.83% | 6.09% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Name | R Janakiraman | Dhruv Muchhal |
| Total AUM | ₹50034 Cr | ₹520687 Cr |
| Funds Managed | 8 | 40 |
| Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.96 | 13.82 |
| Large Cap | 77.66 | 74.04 |
| Small Cap | 8.63 | 8.73 |
| Mid Cap | 9.74 | 3.41 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.96 | 11.33 |
| Petroleum Products | 3.52 | - |
| IT - Software | 7.25 | 5.36 |
| Construction | 4.33 | 1.53 |
| Banks | 24.85 | 35.87 |
| Pharmaceuticals & Biotechnology | 3.68 | 6.38 |
| Cement & Cement Products | 2.69 | 1.5 |
| Aerospace & Defense | 2.91 | - |
| Ferrous Metals | 1.16 | 3.18 |
| Industrial Manufacturing | 0.19 | - |
| Automobiles | 3.72 | 9.94 |
| Finance | 1.55 | - |
| Telecom - Services | 5.78 | 2.46 |
| Gas | 1.3 | - |
| Industrial Products | 1.45 | - |
| Agricultural Food & other Products | 1.72 | - |
| Agricultural, Commercial & Construction Vehicles | 1.4 | 0.83 |
| Oil | 1.23 | 1.42 |
| Food Products | 1.5 | - |
| Power | 4.09 | 2.61 |
| Consumer Durables | 1.99 | 1.16 |
| Healthcare Services | 2.68 | 1.49 |
| Financial Technology (Fintech) | 1.47 | - |
| Realty | 1.53 | 2.49 |
| Fertilizers & Agrochemicals | 1.06 | - |
| Transport Services | 2.05 | 1.25 |
| Household Products | 0.62 | - |
| Retailing | 4.28 | 1.41 |
| Insurance | 0.96 | 4.18 |
| Leisure Services | 1.5 | 0.75 |
| Beverages | 1.75 | 0.88 |
| Auto Components | 1.65 | 2.65 |
| Commercial Services & Supplies | 0.17 | - |
| Non - Ferrous Metals | - | 0.52 |
| IT - Services | - | 0.66 |
| Entertainment | - | 0.15 |
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