Franklin India Equity Advantage Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Franklin India Equity Advantage Fund - Growth Plan
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | Franklin India Equity Advantage Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3370 Cr | ₹6470 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 02 Mar 2005 | 27 Feb 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 72.19% | 25% |
Expense Ratio | 2.02 | 1.85 |
Manager | R Janakiraman | Ashish Aggarwal |
ISIN Code | INF090I01205 | INF903J01DT1 |
Exits Load | Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Large and Mid 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 Equity Advantage Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 5.59% | 8.14% |
6 Month | -12.23% | -12.04% |
1 Year | 8.4% | 5.71% |
3 Year | 12.71% | 12.56% |
5 Year | 27.49% | 25.52% |
SIP Return Analysis
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | -4.6% | -5.62% |
1 Year | -6.84% | -9.22% |
3 Year | 14.35% | 14.35% |
5 Year | 16.58% | 16.63% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 12.73% | 11.53% |
3 Year | 12.56% | 14.16% |
5 Year | 13.72% | 12.49% |
Risk Management
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.96% | 14.877% |
Sharp | 0.436% | 0.357% |
Beta | 0.94% | 0.998% |
Alpha | 0.015% | -1.131% |
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Fund Managers
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | R Janakiraman | Ashish Aggarwal |
Total AUM | ₹50034 Cr | ₹9635 Cr |
Funds Managed | 8 | 7 |
Franklin India Equity Advantage Fund - Growth Plan | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 4.52 | 3.47 |
Large Cap | 47.11 | 52.13 |
Mid Cap | 36.21 | 35.95 |
Small Cap | 12.16 | 8.46 |
Sector Allocation
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 2.9 | 3.47 |
Energy | 2.87 | 6.53 |
Technology | 11.24 | 7.5 |
Consumer Cyclical | 15.34 | 16.44 |
Industrials | 13.48 | 12.24 |
Financial Services | 28.77 | 23.3 |
Healthcare | 6.47 | 9.93 |
Basic Materials | 4.28 | 4.8 |
Consumer Defensive | 8.21 | 5.14 |
Utilities | 2.79 | 2.39 |
Real Estate | 3.66 | 2.54 |
Communication Services | - | 5.74 |
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