Franklin India Prima Fund vs Sundaram Mid Cap Fund Regular Plan compare
Franklin India Prima Fund-Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11656 Cr | ₹11638 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 01 Dec 1993 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 26.03% | 45% |
Expense Ratio | 1.78 | 1.77 |
Manager | R Janakiraman | Ratish Varier |
ISIN Code | INF090I01809 | INF903J01173 |
Exits Load | Franklin India Prima Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Mid 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 Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.64% | 4.42% |
6 Month | -3.64% | -3.8% |
1 Year | 6.84% | 8.1% |
3 Year | 28.84% | 29.33% |
5 Year | 27.66% | 29.48% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 8.98% | 10.04% |
1 Year | 7.88% | 8.7% |
3 Year | 23.79% | 24.63% |
5 Year | 22.3% | 24.01% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.87% | 20.98% |
3 Year | 18.01% | 18.62% |
5 Year | 19.15% | 18.81% |
Risk Management
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.68% | 16.453% |
Sharp | 1.17% | 0.764% |
Beta | 0.9% | 0.915% |
Alpha | 0.91% | 0.528% |
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Fund Managers
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | R Janakiraman | Ratish Varier |
Total AUM | ₹50034 Cr | ₹12102 Cr |
Funds Managed | 8 | 3 |
Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Prima Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.57 | 6.38 |
Mid Cap | 65.16 | 65.33 |
Large Cap | 13.14 | 15.27 |
Small Cap | 17.13 | 13.03 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.57 | 5.37 |
Fertilizers & Agrochemicals | 4.8 | - |
Cement & Cement Products | 4.76 | - |
Finance | 4.58 | - |
Retailing | 1.68 | - |
Healthcare Services | 4.11 | - |
Pharmaceuticals & Biotechnology | 6.52 | - |
Banks | 10.27 | - |
Agricultural, Commercial & Construction Vehicles | 1.11 | - |
Leisure Services | 4.28 | - |
Aerospace & Defense | 1.69 | - |
Electrical Equipment | 0.98 | - |
Industrial Manufacturing | 0.08 | - |
Ferrous Metals | 1.41 | - |
IT - Software | 5.29 | - |
Realty | 5.74 | - |
Petroleum Products | 1.05 | - |
Auto Components | 6.66 | - |
Transport Services | 0.69 | - |
Telecom - Services | 3.07 | - |
Insurance | 3.24 | - |
Agricultural Food & other Products | 1.09 | - |
Gas | 0.43 | - |
Consumer Durables | 5.05 | - |
Power | 0.72 | - |
Chemicals & Petrochemicals | 3.17 | - |
Industrial Products | 4.97 | - |
Financial Technology (Fintech) | 1.8 | - |
Personal Products | 1.77 | - |
Beverages | 1.52 | - |
Capital Markets | 0.39 | - |
Textiles & Apparels | 2.51 | - |
Industrials | - | 14.82 |
Healthcare | - | 11.03 |
Basic Materials | - | 9.99 |
Consumer Cyclical | - | 18.88 |
Real Estate | - | 3.43 |
Energy | - | 1.7 |
Financial Services | - | 19.52 |
Communication Services | - | 3.32 |
Consumer Defensive | - | 3.4 |
Utilities | - | 2.1 |
Technology | - | 6.45 |
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