Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Flexi Cap Fund vs Tata Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Flexi Cap Fund - Growth

Invest Now

tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Fund Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹18679 Cr ₹3263 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Sep 1994 06 Sep 2018
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 18.1% 69.17%
Expense Ratio 1.71 1.94
Manager R Janakiraman Amey Sathe
ISIN Code INF090I01239 INF277K019K2
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 Tata 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 Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 2.61% 3.81%
6 Month 2.01% 7.52%
1 Year 5.22% 7.77%
3 Year 23.97% 19.91%
5 Year 26.16% 19.51%

SIP Return Analysis

Scheme Name Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month 8.71% 10.13%
1 Year 11.26% 16.07%
3 Year 20.25% 18.72%
5 Year 20.55% 16.52%

Rolling Lumpsum Returns

Scheme Name Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 16.12% 13.43%
3 Year 18.94% 15.32%
5 Year 18.97% 15.31%

Risk Management

Scheme Name Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 12.98% 11.4%
Sharp 1.28% 0.88%
Beta 0.90% 0.8%
Alpha 3.73% 0.89%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Name R Janakiraman Amey Sathe
Total AUM ₹50034 Cr ₹11910 Cr
Funds Managed 8 4
Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Flexi Cap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 7.13 6.85
Large Cap 72.33 57.85
Small Cap 8.22 21.56
Mid Cap 12.32 13.74

Sector Allocation

Scheme Name

Franklin India Flexi Cap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 7.13 5.27
Energy 3.18 -
Technology 8.16 -
Industrials 11.29 -
Financial Services 28.95 -
Healthcare 7.31 -
Basic Materials 4.55 -
Consumer Cyclical 11.46 -
Communication Services 5.37 -
Utilities 5.17 -
Consumer Defensive 5.14 -
Real Estate 2.28 -
Petroleum Products - 4.57
Cement & Cement Products - 6.97
Personal Products - 2.92
Construction - 4.2
Finance - 9.76
Ferrous Metals - 2.54
Consumer Durables - 4.38
Non - Ferrous Metals - 0.87
Insurance - 1.32
Banks - 22.69
Realty - 2.33
Agricultural, Commercial & Construction Vehicles - 1.43
Pharmaceuticals & Biotechnology - 2.66
Telecom - Services - 1.34
Diversified FMCG - 2.31
Retailing - 4.46
Food Products - 2.93
Leisure Services - 1.13
Transport Services - 0.34
Auto Components - 2.91
Healthcare Services - 1.9
IT - Software - 4.05
Automobiles - 3.02
Fertilizers & Agrochemicals - 0.56
Transport Infrastructure - 1.32
Capital Markets - 1.82

Top Comparisons

Kotak Midcap Fund - Growth Kotak Midcap Fund - Growth

3Y Returns27.19%

VS

Bandhan Midcap Fund Regular - Growth Bandhan Midcap Fund Regular - Growth

3Y Returns0%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns24.28%

VS

Templeton India Value Fund - Growth Plan Templeton India Value Fund - Growth Plan

3Y Returns24.44%

Compare Now

Nippon India Japan Equity Fund- Growth Plan- Growth Option Nippon India Japan Equity Fund- Growth Plan- Growth Option

3Y Returns13.98%

VS

Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan

3Y Returns14.55%

Compare Now

Franklin India Dividend Yield Fund - Growth Plan Franklin India Dividend Yield Fund - Growth Plan

3Y Returns20.62%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns21.98%

Compare Now
Add to Cart Successfully