SBI Flexicap Fund vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹19796 Cr | ₹23168 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 1994 | 29 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 18.1% | 55% |
| Expense Ratio | 1.71 | 1.67 |
| Manager | R Janakiraman | Pradeep Kesavan |
| ISIN Code | INF090I01239 | INF200K01222 |
| 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 | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Month | 0.41% | 1.46% |
| 6 Month | 2.66% | 6.85% |
| 1 Year | 1.18% | 2.46% |
| 3 Year | 16.91% | 12.86% |
| 5 Year | 20.31% | 15.01% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 2.59% | 3.04% |
| 1 Year | 12% | 13% |
| 3 Year | 15.34% | 11.54% |
| 5 Year | 16.58% | 11.89% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 17.08% | 12.11% |
| 3 Year | 18.66% | 12.87% |
| 5 Year | 17.32% | 13.26% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 12.37% | 10.98% |
| Sharp | 0.83% | 0.66% |
| Beta | 0.93% | 0.83% |
| Alpha | 2.24% | -0.96% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Name | R Janakiraman | Pradeep Kesavan |
| Total AUM | ₹50034 Cr | ₹434274 Cr |
| Funds Managed | 8 | 43 |
| Franklin India Flexi Cap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 3.96 | 11.67 |
| Large Cap | 75.07 | 63.36 |
| Small Cap | 8.12 | 11.69 |
| Mid Cap | 12.85 | 13.27 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 3.67 | 4.33 |
| Energy | 4.68 | 5.09 |
| Technology | 8.04 | 6.11 |
| Industrials | 12.87 | 12.37 |
| Financial Services | 28.4 | 37.38 |
| Healthcare | 6.84 | 1.9 |
| Basic Materials | 5.36 | 13.72 |
| Consumer Cyclical | 11.41 | 12.5 |
| Communication Services | 5.83 | 5.6 |
| Utilities | 5.67 | 0 |
| Consumer Defensive | 5.42 | 1 |
| Real Estate | 1.81 | - |
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