Franklin India Flexi Cap Fund vs SBI Flexicap Fund compare
Franklin India Flexi Cap Fund - Growth
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹19972 Cr | ₹23685 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 1994 | 29 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 18.1% | 55% |
| Expense Ratio | 1.71 | 1.67 |
| Manager | R Janakiraman | Pradeep Kesavan |
| ISIN Code | INF090I01239 | INF200K01222 |
| 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 | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Month | -0.88% | -0.81% |
| 6 Month | -0.73% | 1.84% |
| 1 Year | 6.25% | 6.25% |
| 3 Year | 18.02% | 13.66% |
| 5 Year | 17.29% | 12.9% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | -0.76% | 0.07% |
| 1 Year | 4.97% | 7.63% |
| 3 Year | 12.39% | 9.59% |
| 5 Year | 14.9% | 10.83% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 16.91% | 12.01% |
| 3 Year | 18.59% | 12.9% |
| 5 Year | 17.37% | 13.28% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 12.16% | 10.98% |
| Sharp | 0.96% | 0.73% |
| Beta | 0.93% | 0.83% |
| Alpha | 1.64% | -0.98% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Name | R Janakiraman | Pradeep Kesavan |
| Total AUM | ₹50034 Cr | ₹434274 Cr |
| Funds Managed | 8 | 43 |
| Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 8.89 | 13.15 |
| Large Cap | 70.88 | 62.9 |
| Small Cap | 7.9 | 10.84 |
| Mid Cap | 12.33 | 13.1 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 5.81 | 4.1 |
| Energy | 4.75 | 4.28 |
| Technology | 8.34 | 10.33 |
| Industrials | 13.99 | 11.41 |
| Financial Services | 28.59 | 35.88 |
| Healthcare | 6.68 | 1.74 |
| Basic Materials | 5.51 | 12.13 |
| Consumer Cyclical | 9.76 | 14.04 |
| Communication Services | 4.57 | 5.19 |
| Utilities | 4.87 | - |
| Consumer Defensive | 5.66 | 0.89 |
| Real Estate | 1.46 | - |
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