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 | 2.69% | 3.02% |
6 Month | -4.99% | -5.98% |
1 Year | 12.09% | 10.38% |
3 Year | 21.57% | 22.14% |
5 Year | 27.09% | 28.64% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 0.04% | -0.12% |
1 Year | -4.25% | -5.04% |
3 Year | 22.16% | 22.46% |
5 Year | 21.67% | 23.06% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.98% | 21.47% |
3 Year | 17.87% | 18.34% |
5 Year | 18.98% | 18.67% |
Risk Management
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.68% | 16.453% |
Sharp | 0.8% | 0.764% |
Beta | 0.93% | 0.915% |
Alpha | 0.86% | 0.528% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.48 | 6.38 |
Mid Cap | 65.92 | 65.33 |
Large Cap | 12.83 | 15.27 |
Small Cap | 16.77 | 13.03 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.64 | 5.37 |
Basic Materials | 14.61 | 9.99 |
Financial Services | 20.42 | 19.52 |
Consumer Cyclical | 18.35 | 18.88 |
Healthcare | 10.4 | 11.03 |
Industrials | 10.62 | 14.82 |
Real Estate | 5.62 | 3.43 |
Energy | 0.62 | 1.7 |
Communication Services | 2.68 | 3.32 |
Consumer Defensive | 4.21 | 3.4 |
Utilities | 1.18 | 2.1 |
Technology | 7.65 | 6.45 |
Top Comparisons
HDFC Manufacturing Fund - Regular (G)
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.45%
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
3Y Returns6.99%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns11.89%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns12.45%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns14.54%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns14.54%