Franklin India Prima Fund vs Sundaram Mid Cap Fund Regular Plan compare
Franklin India Mid Cap Fund - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Franklin India Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹12285 Cr | ₹12344 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 | 1.79 | 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 Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.74% | 2.49% |
6 Month | 0.9% | -0.29% |
1 Year | 6.16% | 6.84% |
3 Year | 29.12% | 29.71% |
5 Year | 27.33% | 28.77% |
SIP Return Analysis
Scheme Name | Franklin India Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 11.62% | 11.91% |
1 Year | 13.02% | 12.45% |
3 Year | 25.69% | 26.14% |
5 Year | 23.38% | 24.84% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Mid Cap 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 Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.68% | 16.40% |
Sharp | 1.17% | 1.15% |
Beta | 0.9% | 0.92% |
Alpha | 0.91% | 1.93% |
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Fund Managers
Scheme Name | Franklin India Mid Cap 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 Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Mid Cap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.5 | 10.54 |
Mid Cap | 64.9 | 64.47 |
Large Cap | 13.23 | 11.36 |
Small Cap | 17.39 | 13.63 |
Sector Allocation
Scheme Name |
Franklin India Mid Cap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.5 | 7.95 |
Fertilizers & Agrochemicals | 4.27 | - |
Cement & Cement Products | 4.13 | - |
Finance | 4.33 | - |
Retailing | 1.74 | - |
Healthcare Services | 4.08 | - |
Pharmaceuticals & Biotechnology | 6.21 | - |
Banks | 9.4 | - |
Electrical Equipment | 1.61 | - |
Agricultural, Commercial & Construction Vehicles | 1.08 | - |
Leisure Services | 4.02 | - |
Aerospace & Defense | 1.89 | - |
Ferrous Metals | 1.55 | - |
IT - Software | 5.37 | - |
Realty | 5.62 | - |
Petroleum Products | 1.09 | - |
Auto Components | 6.97 | - |
Transport Services | 0.77 | - |
Telecom - Services | 3.6 | - |
Automobiles | 0.49 | - |
Insurance | 3.37 | - |
Agricultural Food & other Products | 1.05 | - |
Gas | 0.44 | - |
Consumer Durables | 5.13 | - |
Power | 0.7 | - |
Chemicals & Petrochemicals | 3.05 | - |
Industrial Products | 5.75 | - |
Financial Technology (Fintech) | 1.86 | - |
Personal Products | 1.58 | - |
Beverages | 1.33 | - |
Capital Markets | 0.49 | - |
Textiles & Apparels | 2.55 | - |
Industrials | - | 14.53 |
Healthcare | - | 10.4 |
Technology | - | 6.5 |
Basic Materials | - | 10.57 |
Consumer Cyclical | - | 18.72 |
Real Estate | - | 3.74 |
Energy | - | 2.05 |
Financial Services | - | 17.21 |
Communication Services | - | 2.44 |
Consumer Defensive | - | 4.02 |
Utilities | - | 1.87 |
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