Sundaram Flexicap Fund Regular Growth vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹20022 Cr | ₹2149 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 1994 | 06 Sep 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 18.1% | 42% |
| Expense Ratio | 1.71 | 2 |
| Manager | R Janakiraman | Dwijendra Srivastava |
| ISIN Code | INF090I01239 | INF903JA1LB8 |
| 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 | Sundaram Flexi Cap 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 Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | 0.25% | 0.46% |
| 6 Month | 0.94% | 2.88% |
| 1 Year | 4.84% | 7.85% |
| 3 Year | 18.84% | 15.53% |
| 5 Year | 19% | - |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.73% | 3.22% |
| 1 Year | 11.82% | 15.29% |
| 3 Year | 14.69% | 13.49% |
| 5 Year | 16.16% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.99% | 18.27% |
| 3 Year | 18.6% | 14.18% |
| 5 Year | 17.36% | - |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.16% | 8.4% |
| Sharp | 0.9% | 0.72% |
| Beta | 0.93% | 0.85% |
| Alpha | 1.83% | -0.14% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Dwijendra Srivastava |
| Total AUM | ₹50034 Cr | ₹14140 Cr |
| Funds Managed | 8 | 14 |
| Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 3.96 | 2.06 |
| Large Cap | 77.66 | 74.95 |
| Small Cap | 8.63 | 13 |
| Mid Cap | 9.74 | 10.01 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 3.96 | 2.06 |
| Petroleum Products | 3.52 | 4.97 |
| IT - Software | 7.25 | 8.91 |
| Construction | 4.33 | 3.6 |
| Banks | 24.85 | 28.9 |
| Pharmaceuticals & Biotechnology | 3.68 | 4.94 |
| Cement & Cement Products | 2.69 | 3.59 |
| Aerospace & Defense | 2.91 | 0.95 |
| Ferrous Metals | 1.16 | - |
| Industrial Manufacturing | 0.19 | 0.58 |
| Automobiles | 3.72 | 5.78 |
| Finance | 1.55 | 0.99 |
| Telecom - Services | 5.78 | 4.34 |
| Gas | 1.3 | 1.23 |
| Industrial Products | 1.45 | 2.87 |
| Agricultural Food & other Products | 1.72 | 1.05 |
| Agricultural, Commercial & Construction Vehicles | 1.4 | - |
| Oil | 1.23 | - |
| Food Products | 1.5 | - |
| Power | 4.09 | 2.4 |
| Consumer Durables | 1.99 | 0.95 |
| Healthcare Services | 2.68 | 1.73 |
| Financial Technology (Fintech) | 1.47 | - |
| Realty | 1.53 | - |
| Fertilizers & Agrochemicals | 1.06 | 1.28 |
| Transport Services | 2.05 | 2.44 |
| Household Products | 0.62 | - |
| Retailing | 4.28 | 2.77 |
| Insurance | 0.96 | - |
| Leisure Services | 1.5 | 2.38 |
| Beverages | 1.75 | 2.58 |
| Auto Components | 1.65 | 0.99 |
| Commercial Services & Supplies | 0.17 | - |
| IT - Services | - | 0.94 |
| Diversified FMCG | - | 3.63 |
| Electrical Equipment | - | 1.14 |
| Chemicals & Petrochemicals | - | 0.76 |
| Personal Products | - | 1.27 |
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