Franklin India Prima Fund vs Sundaram Mid Cap Fund Regular Plan compare
Franklin India Prima Fund-Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹11656 Cr | ₹11638 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 01 Dec 1993 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 26.03% | 45% |
Expense Ratio | 1.78 | 1.77 |
Manager | R Janakiraman | Ratish Varier |
ISIN Code | INF090I01809 | INF903J01173 |
Exits Load | Franklin India Prima Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram 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 Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | -6.07% | -6.48% |
6 Month | -11.65% | -12.37% |
1 Year | 10.78% | 8.77% |
3 Year | 19.67% | 20.73% |
5 Year | 19.28% | 18.93% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.69% | -10.88% |
3 Year | 19.39% | 19.57% |
5 Year | 20.64% | 21.94% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.11% | 21.47% |
3 Year | 17.83% | 18.34% |
5 Year | 18.87% | 18.67% |
Risk Management
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.68% | 15.2% |
Sharp | 0.84% | 0.982% |
Beta | 0.91% | 0.895% |
Alpha | 0.17% | 1.414% |
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Fund Managers
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | R Janakiraman | Ratish Varier |
Total AUM | ₹50034 Cr | ₹12102 Cr |
Fund Manage | 8 | 3 |
Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Prima Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1.91 | 5.82 |
Mid Cap | 67.35 | 67.46 |
Large Cap | 11.37 | 13.04 |
Small Cap | 19.37 | 13.95 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1.91 | 5.82 |
Cement & Cement Products | 3.78 | 1.94 |
Finance | 3.89 | 8.57 |
Healthcare Services | 2.92 | 4.37 |
Pharmaceuticals & Biotechnology | 7.56 | 6.89 |
Banks | 11.46 | 8.64 |
Agricultural, Commercial & Construction Vehicles | 1.22 | - |
Leisure Services | 2.93 | 3.59 |
Aerospace & Defense | 1.49 | 1.31 |
Electrical Equipment | 1.98 | 3.19 |
Industrial Manufacturing | 0.45 | - |
Ferrous Metals | 1.43 | 0.99 |
Realty | 5.32 | 3.04 |
Petroleum Products | 0.7 | 1.42 |
Auto Components | 7.19 | 7.23 |
Transport Services | 0.42 | 2.13 |
Telecom - Services | 2.55 | 1.12 |
Fertilizers & Agrochemicals | 3.93 | 3.11 |
Insurance | 3.15 | 1.28 |
Agricultural Food & other Products | 0.94 | 1.22 |
Gas | 1.03 | 0.9 |
Consumer Durables | 9.01 | 6.05 |
Power | 0.79 | 1.71 |
IT - Software | 5.94 | 4.71 |
Chemicals & Petrochemicals | 2.95 | 1.47 |
Industrial Products | 5.02 | 7.67 |
Financial Technology (Fintech) | 1.93 | 1.67 |
Personal Products | 2.01 | - |
Beverages | 1.29 | 1.19 |
Capital Markets | 0.5 | 2.39 |
Textiles & Apparels | 2.26 | - |
Retailing | 2.05 | 4.29 |
Automobiles | - | 1.48 |
Food Products | - | 0.88 |
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