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) | ₹12251 Cr | ₹12501 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 | 2.29% | 2.46% |
6 Month | 15.33% | 19.52% |
1 Year | -0.21% | 0.62% |
3 Year | 21.85% | 22.91% |
5 Year | 24.36% | 26.2% |
SIP Return Analysis
Scheme Name | Franklin India Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.26% | 5.36% |
1 Year | 9.86% | 14.63% |
3 Year | 20.79% | 22.94% |
5 Year | 20.17% | 22.54% |
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% | 15.01% |
Sharp | 1.01% | 0.98% |
Beta | 0.89% | 0.90% |
Alpha | 1.17% | 1.38% |
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 | 7.59 | 7.85 |
Mid Cap | 64.72 | 66.45 |
Large Cap | 12.88 | 10.82 |
Small Cap | 14.82 | 14.88 |
Sector Allocation
Scheme Name |
Franklin India Mid Cap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.58 | 4.8 |
Industrials | 12.51 | 14.64 |
Basic Materials | 13.07 | 10.56 |
Financial Services | 19.55 | 19.14 |
Consumer Cyclical | 17.83 | 18 |
Healthcare | 11.11 | 11.81 |
Technology | 7.18 | 5.82 |
Real Estate | 5.51 | 3.59 |
Energy | 1.1 | 1.85 |
Communication Services | 3.45 | 2.2 |
Consumer Defensive | 4.82 | 5.19 |
Utilities | 1.29 | 2.41 |
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