Franklin India Flexi Cap Fund vs Tata Flexi Cap Fund compare

Franklin India Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Franklin India Flexi Cap Fund - Growth

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Tata Flexi Cap Fund -Regular Plan-Growth

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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)	₹19796 Cr	₹3618 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	-0.42%	0.53%
6 Month	0.18%	3.06%
1 Year	-0.44%	6.46%
3 Year	16.78%	15.76%
5 Year	19.85%	14.8%

SIP Return Analysis

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	2.59%	2.2%
1 Year	12%	13.96%
3 Year	15.34%	14.78%
5 Year	16.58%	13.98%

Rolling Lumpsum Returns

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	17.08%	12.39%
3 Year	18.66%	15.62%
5 Year	17.32%	15.9%

Risk Management

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.37%	11.4%
Sharp	0.83%	0.86%
Beta	0.93%	0.82%
Alpha	2.24%	1.56%

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	3.96	8.09
Large Cap	75.07	65.94
Small Cap	8.12	14.52
Mid Cap	12.85	11.45

Sector Allocation

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	3.67	6.32
Energy	4.68	4.89
Technology	8.04	9.37
Industrials	12.87	5.56
Financial Services	28.4	28.95
Healthcare	6.84	5.82
Basic Materials	5.36	12.82
Consumer Cyclical	11.41	9.62
Communication Services	5.83	1.15
Utilities	5.67	1.4
Consumer Defensive	5.42	9.58
Real Estate	1.81	4.51

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