Franklin India Flexi Cap Fund vs Tata 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 Risk | Very High Risk |
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 | -2.83% | -2.29% |
6 Month | -9.16% | -7.99% |
1 Year | 6.52% | 8.11% |
3 Year | 15.85% | 12.5% |
5 Year | 19.8% | 13.65% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | -6.48% | -3.42% |
3 Year | 16.86% | 13.43% |
5 Year | 20.48% | 14.6% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 16.43% | 14.24% |
3 Year | 19.06% | 15.51% |
5 Year | 18.9% | 15.14% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.233% | 11.4% |
Sharp | 0.74% | 0.47% |
Beta | 0.93% | 0.83% |
Alpha | 2.269% | -0.76% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 3.15 | 5.31 |
Small Cap | 10.73 | 27.61 |
Large Cap | 71.36 | 47.99 |
Mid Cap | 14.78 | 19.09 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 3.15 | 5.31 |
Cement & Cement Products | 4.8 | 4.62 |
Petroleum Products | 3.68 | 3.98 |
IT - Software | 10.52 | 4.38 |
Construction | 4.43 | 3.68 |
Banks | 24.64 | 22.27 |
Pharmaceuticals & Biotechnology | 3.35 | 6.3 |
Ferrous Metals | 0.91 | 1.28 |
Automobiles | 4.31 | 2.39 |
Finance | 1.16 | 9 |
Telecom - Services | 6.09 | 1.29 |
Gas | 0.97 | - |
Industrial Products | 2.44 | 2.92 |
Agricultural Food & other Products | 1.5 | - |
Consumer Durables | 3.15 | 3.93 |
Aerospace & Defense | 1.53 | - |
Financial Technology (Fintech) | 1.34 | - |
Healthcare Services | 2.05 | 1.75 |
Capital Markets | 0.79 | 2.17 |
Chemicals & Petrochemicals | 0.73 | - |
Household Products | 1.22 | - |
Power | 2.66 | - |
Retailing | 2.37 | 3.21 |
Textiles & Apparels | 1.56 | - |
Insurance | 1.04 | 2.82 |
Leisure Services | 2.75 | 0.97 |
Realty | 1.07 | 2.64 |
Beverages | 2.99 | - |
Auto Components | 2.35 | 2.14 |
Commercial Services & Supplies | 0.47 | 1.13 |
Personal Products | - | 2.81 |
Agricultural, Commercial & Construction Vehicles | - | 1.74 |
Industrial Manufacturing | - | 1.2 |
Diversified FMCG | - | 2.27 |
Food Products | - | 1.93 |
Transport Services | - | 0.5 |
Transport Infrastructure | - | 1.37 |
Top Comparisons
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns20.78%
Nippon India Growth Fund-Growth Plan-Growth Option
3Y Returns22.08%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns6.47%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns5.85%
KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns8.89%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns7.32%