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) | ₹18912 Cr | ₹2064 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 | 2.9% | 2.5% |
| 6 Month | 5.57% | 7.52% |
| 1 Year | 5.08% | 6.73% |
| 3 Year | 18.04% | 14.49% |
| 5 Year | 23.51% | - |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.19% | 3.4% |
| 1 Year | 11.82% | 13.97% |
| 3 Year | 16.45% | 14.14% |
| 5 Year | 17.37% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.68% | 18.27% |
| 3 Year | 19.05% | 14.18% |
| 5 Year | 19.08% | - |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.38% | 11.58% |
| Sharp | 0.87% | 0.67% |
| Beta | 0.92% | 0.85% |
| Alpha | 2.08% | -0.26% |
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 | 3.16 | 4.79 |
| Large Cap | 74.6 | 73.91 |
| Small Cap | 8.04 | 11.52 |
| Mid Cap | 14.2 | 9.78 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 3.16 | 4.79 |
| Energy | 4.52 | 5.09 |
| Technology | 7.24 | 5.37 |
| Industrials | 12.87 | 12.4 |
| Financial Services | 28.41 | 30.46 |
| Healthcare | 8.04 | 6.88 |
| Basic Materials | 5.4 | 5.99 |
| Consumer Cyclical | 12.05 | 11.65 |
| Communication Services | 5.61 | 4.96 |
| Utilities | 5.74 | 3.77 |
| Consumer Defensive | 5.16 | 8.64 |
| Real Estate | 1.8 | - |
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