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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) | ₹12770 Cr | ₹13236 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 | -0.93% | -1.06% |
| 6 Month | 2.06% | 4.9% |
| 1 Year | -1.26% | 1.03% |
| 3 Year | 20.82% | 23.05% |
| 5 Year | 20.05% | 23.4% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.03% | 1.95% |
| 1 Year | 12.08% | 17.69% |
| 3 Year | 17.86% | 20.39% |
| 5 Year | 18.37% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.79% | 20.09% |
| 3 Year | 19.62% | 19.42% |
| 5 Year | 19.09% | 19.06% |
Risk Management
| Scheme Name | Franklin India Mid Cap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.68% | 13.35% |
| Sharp | 1.03% | 1.14% |
| Beta | 0.9% | 0.93% |
| Alpha | -0.2% | 1.35% |
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 | 8.78 | 9.45 |
| Mid Cap | 63.55 | 67.27 |
| Large Cap | 13.75 | 10.28 |
| Small Cap | 13.92 | 13.01 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.45 | 6.72 |
| Industrials | 13.05 | 14.56 |
| Basic Materials | 12.05 | 9.54 |
| Financial Services | 21.06 | 20.32 |
| Consumer Cyclical | 15.72 | 16.05 |
| Healthcare | 9.71 | 10.39 |
| Technology | 7.54 | 5.69 |
| Real Estate | 6.38 | 3.78 |
| Energy | 1.15 | 2.21 |
| Communication Services | 3.82 | 2.21 |
| Consumer Defensive | 4.5 | 6.08 |
| Utilities | 1.58 | 2.46 |
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