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Franklin India Prima Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Franklin India Prima Fund-Growth

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tortoise-icon Sundaram Mid 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 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%

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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 4.48 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

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