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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) | ₹18988 Cr | ₹3388 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 | -2.51% | -1.33% |
| 6 Month | 11.74% | 13.15% |
| 1 Year | -3.35% | 0.68% |
| 3 Year | 18.39% | 15.16% |
| 5 Year | 22.63% | 16.69% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.65% | 0.95% |
| 1 Year | 0.93% | 6.34% |
| 3 Year | 15.23% | 14.76% |
| 5 Year | 17.45% | 14.2% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.92% | 13.08% |
| 3 Year | 19.1% | 15.55% |
| 5 Year | 19.04% | 15.57% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.59% | 11.4% |
| Sharp | 1.03% | 0.91% |
| Beta | 0.92% | 0.81% |
| Alpha | 3.72% | 1.15% |
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 | 5.48 | 6.12 |
| Large Cap | 72.9 | 59.56 |
| Small Cap | 8.63 | 19.33 |
| Mid Cap | 13 | 14.99 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 5.48 | 4.36 |
| Energy | 4.07 | 4.1 |
| Technology | 7.57 | 7.7 |
| Industrials | 11.1 | 7.9 |
| Financial Services | 28.9 | 32.59 |
| Healthcare | 7.87 | 4.39 |
| Basic Materials | 5.4 | 13.44 |
| Consumer Cyclical | 12.09 | 9.85 |
| Communication Services | 5.35 | 1.22 |
| Utilities | 5.56 | - |
| Consumer Defensive | 4.69 | 11.73 |
| Real Estate | 1.92 | 2.72 |
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