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 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 Franklin India Equity Advantage Fund - Growth Plan Sundaram Large and Midcap Fund Regular Plan - Growth
Fund Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3510 Cr ₹3510 Cr ₹6862 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹1000 ₹1000 ₹100
Launch Date 05 Mar 2005 05 Mar 2005 10 Feb 2007
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI NIFTY LARGE MIDCAP 250 TRI NIFTY LARGE MIDCAP 250 TRI
Turn Over 72.19% 72.19% 25%
Expense Ratio 2 2 1.8
Manager R Janakiraman R Janakiraman Ashish Aggarwal
ISIN Code INF090I01205 INF090I01205 INF903J01DT1
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 2.96% 2.96% 1.74%
6 Month 20.09% 20.09% 20.95%
1 Year 37.7% 37.7% 45.53%
3 Year 16.58% 16.58% 21.07%
5 Year 21.14% 21.14% 24.83%

SIP Return Analysis

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - - -
1 Year 15.01% 15.01% 16.68%
3 Year 32.66% 32.66% 36.77%
5 Year 67.83% 67.83% 71.73%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 22.51% 22.51% 21.86%
3 Year 52.71% 52.71% 54.63%
5 Year 76.83% 76.83% 79.56%

Risk Management

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 11.77% 11.77% 12.94%
Sharp 0.88% 0.88% 0.93%
Beta 0.89% 0.89% 0.94%
Alpha -2.95% -2.95% -2.61%

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Fund Managers

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan Sundaram Large and Midcap Fund Regular Plan - Growth
Name R Janakiraman R Janakiraman Ashish Aggarwal
Total AUM ₹50034 Cr ₹50034 Cr ₹9635 Cr
Fund Manage 8 8 7
Franklin India Equity Advantage Fund - Growth Plan 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

Franklin India Equity Advantage Fund - Growth Plan

Sundaram Large and Midcap Fund Regular Plan - Growth

Large Cap 49.9 57.31 52.7
Mid Cap 41.17 36.78 36.68
Small Cap 5.92 - 5.29
Others 3.02 5.91 5.32

Sector Allocation

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

Franklin India Equity Advantage Fund - Growth Plan

Sundaram Large and Midcap Fund Regular Plan - Growth

Automobile 19.52 9.51 8.53
Financial 24.16 27.63 22.85
Services 15.35 9.55 9.45
Technology 8.34 9.27 5.45
Energy 3.04 5.92 7.42
Consumer Staples 2.88 8.6 5.6
Metals & Mining 2.47 2.23 2.59
Healthcare 8.05 9.85 8.7
Materials 2.23 - 4.59
Construction 4.2 4.53 5.06
Textiles 2.05 - 0.61
Insurance 1.9 3.53 -
Others 1.85 3.46 2.18
Chemicals 1.68 0.98 0.95
Consumer Discretionary 2.29 2.68 2.07
Communication - 1.6 2.87
Capital Goods - 0.66 11.07

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