Franklin India Prima Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Franklin India Prima Fund-Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Fund | Franklin India Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11656 Cr | ₹4354 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 | 1.78 | 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 Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 3.64% | 4.65% |
6 Month | -3.64% | -2.91% |
1 Year | 6.84% | -0.98% |
3 Year | 28.84% | 25.05% |
5 Year | 27.66% | 27.24% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | 8.98% | 9.2% |
1 Year | 7.88% | 4.74% |
3 Year | 23.79% | 20.26% |
5 Year | 22.3% | 20.9% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Tata Mid Cap Growth 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 Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 13.68% | 13.05% |
Sharp | 1.17% | 0.98% |
Beta | 0.9% | 0.9% |
Alpha | 0.91% | -2.33% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Franklin India Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Name | R Janakiraman | Satish Chandra Mishra |
Total AUM | ₹50034 Cr | ₹13117 Cr |
Funds Managed | 8 | 5 |
Franklin India Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Franklin India Prima Fund-Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 4.57 | 8.64 |
Mid Cap | 65.16 | 67.35 |
Large Cap | 13.14 | 8.34 |
Small Cap | 17.13 | 15.67 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 4.57 | 8.64 |
Fertilizers & Agrochemicals | 4.8 | 3.31 |
Cement & Cement Products | 4.76 | 4.33 |
Finance | 4.58 | 5.39 |
Retailing | 1.68 | - |
Healthcare Services | 4.11 | 2.94 |
Pharmaceuticals & Biotechnology | 6.52 | 12.48 |
Banks | 10.27 | 5.9 |
Agricultural, Commercial & Construction Vehicles | 1.11 | 1.18 |
Leisure Services | 4.28 | 3.78 |
Aerospace & Defense | 1.69 | 1.12 |
Electrical Equipment | 0.98 | 2.16 |
Industrial Manufacturing | 0.08 | - |
Ferrous Metals | 1.41 | 0.99 |
IT - Software | 5.29 | 4.39 |
Realty | 5.74 | 4.4 |
Petroleum Products | 1.05 | 1.51 |
Auto Components | 6.66 | 5.56 |
Transport Services | 0.69 | 0.5 |
Telecom - Services | 3.07 | 3.55 |
Insurance | 3.24 | 6.27 |
Agricultural Food & other Products | 1.09 | 1.14 |
Gas | 0.43 | 1.92 |
Consumer Durables | 5.05 | 2.3 |
Power | 0.72 | 0.68 |
Chemicals & Petrochemicals | 3.17 | 1.86 |
Industrial Products | 4.97 | 5.81 |
Financial Technology (Fintech) | 1.8 | - |
Personal Products | 1.77 | - |
Beverages | 1.52 | - |
Capital Markets | 0.39 | - |
Textiles & Apparels | 2.51 | 2.07 |
Construction | - | 0.88 |
Diversified | - | 0.67 |
Transport Infrastructure | - | 3.17 |
Commercial Services & Supplies | - | 1.1 |
Top Comparisons
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns13.98%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.03%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.44%
Invesco India GILT Fund - Growth
3Y Returns7.63%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns8.23%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.84%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%