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) | ₹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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