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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) | ₹12213 Cr | ₹12585 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 | 5.58% | 6.13% |
| 6 Month | 8.96% | 13.16% |
| 1 Year | 3.99% | 6.8% |
| 3 Year | 22.64% | 24.92% |
| 5 Year | 24.47% | 27.3% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.32% | 3.62% |
| 1 Year | 10.58% | 17.18% |
| 3 Year | 19.89% | 22.68% |
| 5 Year | 19.73% | 22.4% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.38% | 20.33% |
| 3 Year | 18.24% | 19.02% |
| 5 Year | 19.39% | 18.97% |
Risk Management
| Scheme Name | Franklin India Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.68% | 14.94% |
| Sharp | 0.98% | 1.01% |
| Beta | 0.9% | 0.90% |
| Alpha | -0.07% | 1.00% |
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 | 8.16 | 6.89 |
| Mid Cap | 63.7 | 67.99 |
| Large Cap | 13.4 | 10.91 |
| Small Cap | 14.75 | 14.22 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.42 | 3.87 |
| Industrials | 12.93 | 14.8 |
| Basic Materials | 12.78 | 10.47 |
| Financial Services | 20.02 | 19.58 |
| Consumer Cyclical | 17.05 | 17.35 |
| Healthcare | 10.78 | 11.72 |
| Technology | 6.75 | 5.48 |
| Real Estate | 5.49 | 3.58 |
| Energy | 1.3 | 2.16 |
| Communication Services | 3.4 | 2.15 |
| Consumer Defensive | 4.74 | 6.31 |
| Utilities | 1.33 | 2.52 |
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