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) | ₹19796 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 | -1.37% | 0.5% |
| 6 Month | 2.29% | 4.74% |
| 1 Year | 1.95% | 7.73% |
| 3 Year | 17.14% | 15.25% |
| 5 Year | 19.63% | - |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.18% | 0.58% |
| 1 Year | 7.36% | 10.42% |
| 3 Year | 14.27% | 12.85% |
| 5 Year | 16.14% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.05% | 18.27% |
| 3 Year | 18.61% | 14.18% |
| 5 Year | 17.35% | - |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.37% | 11.56% |
| Sharp | 0.83% | 0.65% |
| Beta | 0.93% | 0.85% |
| Alpha | 2.24% | 0.11% |
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 | 4.25 | 2.8 |
| Large Cap | 75.2 | 75.32 |
| Small Cap | 8.13 | 12.23 |
| Mid Cap | 12.42 | 9.65 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 3.52 | 2.06 |
| Energy | 4.75 | 4.97 |
| Technology | 8.46 | 8.91 |
| Industrials | 13.96 | 12.57 |
| Financial Services | 28.83 | 29.88 |
| Healthcare | 6.9 | 6.68 |
| Basic Materials | 4.92 | 5.62 |
| Consumer Cyclical | 10.37 | 11.87 |
| Communication Services | 5.78 | 5.28 |
| Utilities | 5.39 | 3.63 |
| Consumer Defensive | 5.59 | 8.53 |
| Real Estate | 1.53 | - |
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