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) | ₹19796 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 | -0.33% | -0.18% |
| 6 Month | 2.19% | 4.78% |
| 1 Year | 3.83% | 11.22% |
| 3 Year | 18.96% | 22.36% |
| 5 Year | 20.18% | 23.94% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 0.18% | 0.94% |
| 1 Year | 7.36% | 11.79% |
| 3 Year | 14.27% | 18.53% |
| 5 Year | 16.14% | 20.63% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 17.05% | 19.47% |
| 3 Year | 18.61% | 18.54% |
| 5 Year | 17.35% | 16.62% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.37% | 10.52% |
| Sharp | 0.83% | 1.24% |
| Beta | 0.93% | 0.78% |
| Alpha | 2.24% | 6.27% |
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 | 4.25 | 13.81 |
| Large Cap | 75.2 | 74.2 |
| Small Cap | 8.13 | 8.73 |
| Mid Cap | 12.42 | 3.26 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.52 | 11.32 |
| Energy | 4.75 | 1.42 |
| Technology | 8.46 | 5.37 |
| Industrials | 13.96 | 5.03 |
| Financial Services | 28.83 | 40.05 |
| Healthcare | 6.9 | 7.87 |
| Basic Materials | 4.92 | 5.2 |
| Consumer Cyclical | 10.37 | 15.16 |
| Communication Services | 5.78 | 2.61 |
| Utilities | 5.39 | 2.61 |
| Consumer Defensive | 5.59 | 0.88 |
| Real Estate | 1.53 | 2.49 |
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