HDFC Flexi Cap Fund vs Franklin India Flexi Cap Fund compare

HDFC Flexi Cap Fund vs Franklin India Flexi Cap Fund compare

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Franklin India Flexi Cap Fund - Growth

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HDFC Flexi Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹19796 Cr	₹94069 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	-0.15%	0.43%
6 Month	1.99%	5.99%
1 Year	0.72%	8.82%
3 Year	17.02%	20.8%
5 Year	20%	24.13%

SIP Return Analysis

Scheme Name	Franklin India Flexi Cap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	1.73%	2.78%
1 Year	11.38%	16.55%
3 Year	14.97%	19.5%
5 Year	16.26%	20.89%

Rolling Lumpsum Returns

Scheme Name	Franklin India Flexi Cap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Year	17.08%	19.53%
3 Year	18.66%	18.52%
5 Year	17.32%	16.6%

Risk Management

Scheme Name	Franklin India Flexi Cap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Standard Deviation	12.37%	10.52%
Sharp	0.83%	1.24%
Beta	0.93%	0.78%
Alpha	2.24%	6.27%

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	3.96	12.84
Large Cap	75.07	74.59
Small Cap	8.12	9.35
Mid Cap	12.85	3.23

Sector Allocation

Scheme Name	Franklin India Flexi Cap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	3.67	10.26
Energy	4.68	1.41
Technology	8.04	5.21
Industrials	12.87	5.09
Financial Services	28.4	39.51
Healthcare	6.84	8.26
Basic Materials	5.36	5.93
Consumer Cyclical	11.41	15.78
Communication Services	5.83	2.63
Utilities	5.67	2.42
Consumer Defensive	5.42	0.9
Real Estate	1.81	2.58

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