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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) | ₹18727 Cr | ₹3476 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 | 0.35% | -0.21% |
| 6 Month | 10.17% | 11.43% |
| 1 Year | -0.85% | 3.16% |
| 3 Year | 19.37% | 16.91% |
| 5 Year | 23.93% | 16.6% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.72% | 2.02% |
| 1 Year | 8.28% | 13.94% |
| 3 Year | 15.76% | 15.76% |
| 5 Year | 17.07% | 14.5% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.68% | 12.92% |
| 3 Year | 19.05% | 15.49% |
| 5 Year | 19.08% | 15.78% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.52% | 11.4% |
| Sharp | 0.90% | 0.83% |
| Beta | 0.93% | 0.81% |
| Alpha | 2.54% | 0.8% |
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 | 4.48 | 4.9 |
| Large Cap | 72.54 | 61.8 |
| Small Cap | 8.68 | 18.39 |
| Mid Cap | 14.31 | 14.91 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 4.48 | 3.18 |
| Energy | 4.02 | 4 |
| Technology | 7.51 | 9.83 |
| Industrials | 12.34 | 8.05 |
| Financial Services | 28.22 | 31.2 |
| Healthcare | 8.37 | 4.34 |
| Basic Materials | 5.4 | 13.11 |
| Consumer Cyclical | 11.74 | 10.3 |
| Communication Services | 5.68 | 1.14 |
| Utilities | 5.59 | - |
| Consumer Defensive | 4.8 | 12.23 |
| Real Estate | 1.85 | 2.63 |
Top Comparisons
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