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) | ₹12770 Cr | ₹5283 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 | -0.48% | - |
| 6 Month | 3.9% | 6.88% |
| 1 Year | 1.15% | 2.26% |
| 3 Year | 20.87% | 20.29% |
| 5 Year | 20.52% | 21.43% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.76% | 4.3% |
| 1 Year | 14.02% | 19.02% |
| 3 Year | 19.49% | 18.03% |
| 5 Year | 19.51% | 18.93% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 19.79% | 15.85% |
| 3 Year | 19.62% | 17.59% |
| 5 Year | 19.09% | 17.48% |
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 | 1.03% | 1.01% |
| Beta | 0.9% | 0.9% |
| Alpha | -0.27% | -0.72% |
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 | 3.45 | 4.61 |
| Mid Cap | 66.95 | 69.06 |
| Large Cap | 14.38 | 10.99 |
| Small Cap | 15.2 | 15.34 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.45 | 4.61 |
| Industrial Products | 6.05 | 6.8 |
| Cement & Cement Products | 3.53 | 4 |
| Finance | 6.41 | 5.72 |
| Retailing | 1.87 | - |
| Healthcare Services | 3.1 | 3.08 |
| Pharmaceuticals & Biotechnology | 6.52 | 11.62 |
| Banks | 9.59 | 8.2 |
| Electrical Equipment | 2.08 | 2.23 |
| Agricultural, Commercial & Construction Vehicles | 2.07 | 1.07 |
| Leisure Services | 3.24 | 2.79 |
| Aerospace & Defense | 1.88 | 1.29 |
| Ferrous Metals | 1.55 | 1.01 |
| IT - Software | 5.91 | 4.87 |
| Realty | 6.38 | 3.28 |
| Petroleum Products | 1.15 | 1.62 |
| Auto Components | 6.29 | 7.18 |
| Transport Services | 0.65 | 0.69 |
| Telecom - Services | 3.82 | 3.27 |
| Automobiles | 0.61 | - |
| Fertilizers & Agrochemicals | 3.38 | 4.01 |
| Personal Products | 2.32 | - |
| Insurance | 2.85 | 4.46 |
| Agricultural Food & other Products | 1.01 | 3.15 |
| Consumer Durables | 4.93 | 3.29 |
| Power | 1.01 | 0.5 |
| Chemicals & Petrochemicals | 2.71 | 2.9 |
| Financial Technology (Fintech) | 1.82 | - |
| Beverages | 1.17 | - |
| Capital Markets | 0.39 | - |
| Textiles & Apparels | 2.24 | 1.75 |
| Construction | - | 0.84 |
| Gas | - | 1.44 |
| Diversified | - | 0.59 |
| Transport Infrastructure | - | 2.91 |
| Commercial Services & Supplies | - | 0.83 |
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