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) | ₹18727 Cr | ₹81936 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 | 2.22% | 3.65% |
6 Month | 13.92% | 15.83% |
1 Year | -1.89% | 5.97% |
3 Year | 18.79% | 22.84% |
5 Year | 24.2% | 28.5% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
6 Month | 1.94% | 4.4% |
1 Year | 7.19% | 15.32% |
3 Year | 16.48% | 21.37% |
5 Year | 17.67% | 22.57% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Year | 15.92% | 18.14% |
3 Year | 19.1% | 19.11% |
5 Year | 19.04% | 18.88% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | 12.64% | 11.22% |
Sharp | 0.84% | 1.23% |
Beta | 0.92% | 0.81% |
Alpha | 3.34% | 7.42% |
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 | 4.48 | 11.38 |
Large Cap | 72.54 | 75.25 |
Small Cap | 8.68 | 9.76 |
Mid Cap | 14.31 | 3.61 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 4.48 | 8.73 |
Energy | 4.02 | 1 |
Technology | 7.51 | 5.2 |
Industrials | 12.34 | 5.19 |
Financial Services | 28.22 | 38.69 |
Healthcare | 8.37 | 9.06 |
Basic Materials | 5.4 | 5.81 |
Consumer Cyclical | 11.74 | 18.24 |
Communication Services | 5.68 | 2.73 |
Utilities | 5.59 | 2.02 |
Consumer Defensive | 4.8 | 0.68 |
Real Estate | 1.85 | 2.65 |
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