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Franklin India Prima Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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tortoise-icon Franklin India Mid Cap Fund - Growth

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tortoise-icon Tata Mid Cap Fund Regular Plan- Growth Option

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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 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) ₹12785 Cr ₹4985 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 -1.64% -0.23%
6 Month 9.75% 9.57%
1 Year 1.54% -3.87%
3 Year 24.3% 22.05%
5 Year 26.68% 26.88%

SIP Return Analysis

Scheme Name Franklin India Mid Cap Fund - Growth Tata Mid Cap Fund Regular Plan- Growth Option
6 Month 7.14% 8.22%
1 Year 9.16% 8.91%
3 Year 23.31% 20.38%
5 Year 22.02% 20.77%

Rolling Lumpsum Returns

Scheme Name Franklin India Mid Cap Fund - Growth Tata Mid Cap Fund Regular Plan- Growth Option
1 Year 16.87% 16.93%
3 Year 18.01% 16.85%
5 Year 19.15% 17.17%

Risk Management

Scheme Name Franklin India Mid Cap Fund - Growth Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation 13.68% 13.05%
Sharp 1.42% 1.25%
Beta 0.9% 0.9%
Alpha 1.18% -1.79%

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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 6.39 5.92
Mid Cap 64.31 69.53
Large Cap 12.67 8.67
Small Cap 16.63 15.88

Sector Allocation

Scheme Name

Franklin India Mid Cap Fund - Growth

Tata Mid Cap Fund Regular Plan- Growth Option

Others 2.6 5.92
Basic Materials 13.33 12.41
Financial Services 19.93 17.14
Consumer Cyclical 18.08 12.93
Healthcare 11.8 14.34
Industrials 11.99 19.96
Technology 6.48 4.38
Real Estate 5.82 4.3
Energy 1.11 1.58
Communication Services 3.74 3.56
Consumer Defensive 3.77 1.32
Utilities 1.36 2.16

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