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Franklin India Flexi Cap Fund vs Tata Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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) | ₹19972 Cr | ₹3699 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 | -2.11% | -2.44% |
| 6 Month | -0.83% | -0.12% |
| 1 Year | 7.17% | 9.4% |
| 3 Year | 18.52% | 17.2% |
| 5 Year | 18.06% | 14.1% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | -3.77% | -3.3% |
| 1 Year | -2.64% | -0.34% |
| 3 Year | 10.14% | 10.31% |
| 5 Year | 13.75% | 11.74% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.91% | 12.2% |
| 3 Year | 18.59% | 15.66% |
| 5 Year | 17.37% | 15.78% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.16% | 11.4% |
| Sharp | 0.96% | 0.94% |
| Beta | 0.93% | 0.82% |
| Alpha | 1.64% | 1.6% |
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 | 8.89 | 9.69 |
| Large Cap | 70.88 | 63.58 |
| Small Cap | 7.9 | 11.95 |
| Mid Cap | 12.33 | 14.78 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 5.81 | 7.58 |
| Energy | 4.75 | 5.42 |
| Technology | 8.34 | 10.42 |
| Industrials | 13.99 | 6.41 |
| Financial Services | 28.59 | 26.27 |
| Healthcare | 6.68 | 4.92 |
| Basic Materials | 5.51 | 12.53 |
| Consumer Cyclical | 9.76 | 10.32 |
| Communication Services | 4.57 | 1.72 |
| Utilities | 4.87 | 2.18 |
| Consumer Defensive | 5.66 | 8.7 |
| Real Estate | 1.46 | 3.54 |
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