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) | ₹18988 Cr | ₹22117 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 | -1.72% | 0.11% |
6 Month | 12% | 10.49% |
1 Year | -3.02% | -4.01% |
3 Year | 17.91% | 12.11% |
5 Year | 22.71% | 16.99% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
6 Month | 1.68% | 2.44% |
1 Year | 4.87% | 4.08% |
3 Year | 17.38% | 11.84% |
5 Year | 18.65% | 12.86% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
1 Year | 15.92% | 12.42% |
3 Year | 19.1% | 12.86% |
5 Year | 19.04% | 13.05% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Standard Deviation | 12.59% | 10.98% |
Sharp | 1.03% | 0.66% |
Beta | 0.92% | 0.83% |
Alpha | 3.72% | -1.9% |
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 | 5.48 | 13.76 |
Large Cap | 72.9 | 63.44 |
Small Cap | 8.63 | 11.22 |
Mid Cap | 13 | 11.58 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 5.48 | 7.26 |
Energy | 4.07 | 4.99 |
Technology | 7.57 | 5.51 |
Industrials | 11.1 | 11.11 |
Financial Services | 28.9 | 37.15 |
Healthcare | 7.87 | 2.04 |
Basic Materials | 5.4 | 10.92 |
Consumer Cyclical | 12.09 | 12.16 |
Communication Services | 5.35 | 4.96 |
Utilities | 5.56 | 1.77 |
Consumer Defensive | 4.69 | 2.14 |
Real Estate | 1.92 | - |
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