HDFC Flexi Cap Fund vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
HDFC Flexi Cap Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Fund | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹18727 Cr | ₹81936 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 1994 | 01 Jan 1995 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 18.1% | 42.17% |
Expense Ratio | 1.71 | 1.42 |
Manager | R Janakiraman | Dhruv Muchhal |
ISIN Code | INF090I01239 | INF179K01608 |
Exits Load | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HDFC Flexi Cap Fund - 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 Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Month | 1.83% | 3.14% |
6 Month | 12.84% | 15.02% |
1 Year | -2.65% | 5.02% |
3 Year | 17.53% | 21.76% |
5 Year | 24.25% | 28.32% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
6 Month | 1.94% | 4.4% |
1 Year | 7.19% | 15.32% |
3 Year | 16.48% | 21.37% |
5 Year | 17.67% | 22.57% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Year | 15.92% | 18.14% |
3 Year | 19.1% | 19.11% |
5 Year | 19.04% | 18.88% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | 12.64% | 11.22% |
Sharp | 0.84% | 1.23% |
Beta | 0.92% | 0.81% |
Alpha | 3.34% | 7.42% |
Fund Managers
Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Name | R Janakiraman | Dhruv Muchhal |
Total AUM | ₹50034 Cr | ₹520687 Cr |
Funds Managed | 8 | 40 |
Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
Market Cap
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 5.48 | 11.84 |
Large Cap | 72.9 | 74.89 |
Small Cap | 8.63 | 9.86 |
Mid Cap | 13 | 3.41 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 5.48 | 9.03 |
Energy | 4.07 | 0.93 |
Technology | 7.57 | 4.85 |
Industrials | 11.1 | 4.88 |
Financial Services | 28.9 | 40.06 |
Healthcare | 7.87 | 9.05 |
Basic Materials | 5.4 | 5.94 |
Consumer Cyclical | 12.09 | 16.85 |
Communication Services | 5.35 | 2.93 |
Utilities | 5.56 | 2.09 |
Consumer Defensive | 4.69 | 0.71 |
Real Estate | 1.92 | 2.69 |
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