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Franklin India Prima Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Franklin India Mid Cap Fund - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹12213 Cr | ₹5043 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Dec 1993 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 26.03% | 69.98% |
| Expense Ratio | 1.79 | 1.87 |
| Manager | R Janakiraman | Satish Chandra Mishra |
| ISIN Code | INF090I01809 | INF277K01626 |
| 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 | Tata Mid Cap Growth Fund - Regular Plan - 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 | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 3.84% | 3.43% |
| 6 Month | 8.47% | 10.69% |
| 1 Year | 3.17% | 2.71% |
| 3 Year | 21.65% | 21.14% |
| 5 Year | 24.22% | 24.32% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -1.06% | 0.67% |
| 1 Year | 4.47% | 8.97% |
| 3 Year | 17.11% | 15.42% |
| 5 Year | 17.96% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 16.38% | 16.23% |
| 3 Year | 18.24% | 17.31% |
| 5 Year | 19.39% | 17.35% |
Risk Management
| Scheme Name | Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 14.72% | 14.55% |
| Sharp | 0.97% | 0.95% |
| Beta | 0.90% | 0.90% |
| Alpha | -0.23% | -0.58% |
Fund Managers
| Scheme Name | Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | R Janakiraman | Satish Chandra Mishra |
| Total AUM | ₹50034 Cr | ₹13117 Cr |
| Funds Managed | 8 | 5 |
| Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 8.16 | 5.89 |
| Mid Cap | 63.7 | 70.5 |
| Large Cap | 13.4 | 8.73 |
| Small Cap | 14.75 | 14.88 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.42 | 4.66 |
| Industrials | 12.93 | 19.77 |
| Basic Materials | 12.78 | 11.95 |
| Financial Services | 20.02 | 16.6 |
| Consumer Cyclical | 17.05 | 13.75 |
| Healthcare | 10.78 | 14.95 |
| Technology | 6.75 | 4.69 |
| Real Estate | 5.49 | 3.8 |
| Energy | 1.3 | 1.58 |
| Communication Services | 3.4 | 3.11 |
| Consumer Defensive | 4.74 | 3.17 |
| Utilities | 1.33 | 1.97 |
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