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 | ₹5420 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 | -2.4% | -0.86% |
| 6 Month | 1.48% | 5.04% |
| 1 Year | -1.95% | 2.53% |
| 3 Year | 20.96% | 21.17% |
| 5 Year | 19.56% | 20.62% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.03% | 2.66% |
| 1 Year | 12.08% | 17.73% |
| 3 Year | 17.86% | 16.88% |
| 5 Year | 18.37% | 18.03% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 19.75% | 15.69% |
| 3 Year | 19.65% | 17.65% |
| 5 Year | 19.14% | 17.5% |
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% | 1.02% |
| Beta | 0.9% | 0.9% |
| Alpha | -0.2% | -0.5% |
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 | 8.78 | 11.76 |
| Mid Cap | 63.55 | 68.63 |
| Large Cap | 13.75 | 8.01 |
| Small Cap | 13.92 | 11.59 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.45 | 8.59 |
| Industrials | 13.05 | 15.66 |
| Basic Materials | 12.05 | 11.85 |
| Financial Services | 21.06 | 19.83 |
| Consumer Cyclical | 15.72 | 13.36 |
| Healthcare | 9.71 | 12.86 |
| Technology | 7.54 | 5.17 |
| Real Estate | 6.38 | 2.48 |
| Energy | 1.15 | 1.52 |
| Communication Services | 3.82 | 2.89 |
| Consumer Defensive | 4.5 | 3.98 |
| Utilities | 1.58 | 1.81 |
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