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) | ₹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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