Tata Flexi Cap Fund vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Fund | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹17203 Cr | ₹2886 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 29 Sep 1994 | 06 Sep 2018 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 18.1% | 69.17% |
Expense Ratio | 1.71 | 1.94 |
Manager | R Janakiraman | Amey Sathe |
ISIN Code | INF090I01239 | INF277K019K2 |
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 | Tata Flexi Cap Fund - 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 | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 4.02% | 4.98% |
6 Month | -2.05% | -0.12% |
1 Year | 8.95% | 10.95% |
3 Year | 19.05% | 14.84% |
5 Year | 28.17% | 19.8% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | 1.83% | 4.52% |
1 Year | -0.95% | 4.49% |
3 Year | 19.06% | 16.92% |
5 Year | 20.51% | 15.74% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 16.32% | 14.24% |
3 Year | 18.99% | 15.51% |
5 Year | 18.92% | 15.14% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.548% | 11.4% |
Sharp | 0.672% | 0.45% |
Beta | 0.914% | 0.8% |
Alpha | 2.972% | - |
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Fund Managers
Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Name | R Janakiraman | Amey Sathe |
Total AUM | ₹50034 Cr | ₹11910 Cr |
Funds Managed | 8 | 4 |
Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 3.7 | 3.13 |
Large Cap | 70.55 | 58.34 |
Mid Cap | 16.71 | 14.68 |
Small Cap | 9.03 | 23.85 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 4.59 | 3.02 |
Energy | 2.93 | 4.28 |
Technology | 10.25 | 5.01 |
Industrials | 11.6 | 7.26 |
Financial Services | 28.3 | 40.02 |
Healthcare | 7.12 | 7.59 |
Basic Materials | 4.6 | 9.55 |
Consumer Cyclical | 12.68 | 11.56 |
Communication Services | 6.22 | 1.35 |
Utilities | 3.95 | - |
Consumer Defensive | 5.53 | 9.62 |
Real Estate | 2.22 | 0.75 |
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