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) | ₹18912 Cr | ₹85560 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 | 3.36% | 2.42% |
| 6 Month | 5.32% | 7.7% |
| 1 Year | 4.13% | 10.2% |
| 3 Year | 17.86% | 22.1% |
| 5 Year | 24.26% | 29.36% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | -0.72% | 2.01% |
| 1 Year | 4.25% | 12.68% |
| 3 Year | 13.77% | 19.1% |
| 5 Year | 15.92% | 21.08% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 15.68% | 17.96% |
| 3 Year | 19.05% | 19.22% |
| 5 Year | 19.08% | 18.92% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.38% | 10.59% |
| Sharp | 0.87% | 1.34% |
| Beta | 0.92% | 0.78% |
| Alpha | 2.08% | 6.79% |
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 | 3.16 | 12.06 |
| Large Cap | 74.6 | 74.74 |
| Small Cap | 8.04 | 9.87 |
| Mid Cap | 14.2 | 3.33 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.16 | 9.24 |
| Energy | 4.52 | 1.28 |
| Technology | 7.24 | 4.98 |
| Industrials | 12.87 | 5.21 |
| Financial Services | 28.41 | 39 |
| Healthcare | 8.04 | 8.73 |
| Basic Materials | 5.4 | 5.99 |
| Consumer Cyclical | 12.05 | 17.25 |
| Communication Services | 5.61 | 2.6 |
| Utilities | 5.74 | 2.23 |
| Consumer Defensive | 5.16 | 0.67 |
| Real Estate | 1.8 | 2.82 |
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