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Franklin India Equity Advantage Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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tortoise-icon Franklin India Equity Advantage Fund - Growth Plan

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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