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

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tortoise-icon Franklin India Mid Cap 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 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) ₹12540 Cr ₹12596 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 -1.31% 0.96%
6 Month 13.31% 16.34%
1 Year 2.07% 3.49%
3 Year 22.76% 23.89%
5 Year 24.59% 26.75%

SIP Return Analysis

Scheme Name Franklin India Mid Cap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month 2.75% 5.76%
1 Year 3.24% 8.14%
3 Year 19.98% 22.22%
5 Year 19.91% 22.35%

Rolling Lumpsum Returns

Scheme Name Franklin India Mid Cap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 16.6% 20.64%
3 Year 18.16% 18.9%
5 Year 19.31% 18.91%

Risk Management

Scheme Name Franklin India Mid Cap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.68% 15.11%
Sharp 1.19% 1.12%
Beta 0.89% 0.91%
Alpha 0.95% 1.10%

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 6.18 8.46
Mid Cap 64.94 66.65
Large Cap 12.82 10.65
Small Cap 16.07 14.24

Sector Allocation

Scheme Name

Franklin India Mid Cap Fund - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 1.54 5.49
Basic Materials 13.71 11.06
Financial Services 20.58 19.28
Consumer Cyclical 17.68 17.91
Healthcare 11.72 11.57
Industrials 11.84 14.27
Technology 6.62 5.61
Real Estate 5.52 3.59
Energy 1.08 2.04
Communication Services 3.6 2.32
Consumer Defensive 4.84 4.27
Utilities 1.28 2.59

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