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) | ₹18679 Cr | ₹2055 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 | 1.27% | 2.12% |
6 Month | 4.73% | 5.46% |
1 Year | 4.83% | 6.91% |
3 Year | 22.83% | - |
5 Year | 26.07% | - |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 8.71% | 8.92% |
1 Year | 11.26% | 12.29% |
3 Year | 20.25% | - |
5 Year | 20.55% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 16.12% | 23.46% |
3 Year | 18.94% | - |
5 Year | 18.97% | - |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 12.98% | - |
Sharp | 1.28% | - |
Beta | 0.90% | - |
Alpha | 3.73% | - |
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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 | 7.13 | 4.2 |
Large Cap | 72.33 | 68.95 |
Small Cap | 8.22 | 13.2 |
Mid Cap | 12.32 | 13.65 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 7.13 | 3.26 |
Energy | 3.18 | 6 |
Technology | 8.16 | 6.32 |
Industrials | 11.29 | 11.81 |
Financial Services | 28.95 | 33.25 |
Healthcare | 7.31 | 7.06 |
Basic Materials | 4.55 | 7.6 |
Consumer Cyclical | 11.46 | 11.18 |
Communication Services | 5.37 | 4.53 |
Utilities | 5.17 | 1.87 |
Consumer Defensive | 5.14 | 7.14 |
Real Estate | 2.28 | - |
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