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 | Very High |
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 | 7.87% | 7.88% |
6 Month | -11.58% | -14.16% |
1 Year | 16.06% | 12.4% |
3 Year | 20.73% | 21.03% |
5 Year | 29.41% | 30.27% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -6.35% | -7.34% |
1 Year | -7.79% | -9.78% |
3 Year | 21.44% | 21.53% |
5 Year | 21.65% | 22.98% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.98% | 21.47% |
3 Year | 17.87% | 18.34% |
5 Year | 18.98% | 18.67% |
Risk Management
Scheme Name | Franklin India Prima Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.68% | 16.453% |
Sharp | 0.75% | 0.764% |
Beta | 0.91% | 0.915% |
Alpha | 0.16% | 0.528% |
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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 |
Funds Managed | 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 | 2.86 | 6.38 |
Mid Cap | 66.03 | 65.33 |
Large Cap | 13.57 | 15.27 |
Small Cap | 17.55 | 13.03 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.83 | 5.37 |
Basic Materials | 14.43 | 9.99 |
Financial Services | 20.15 | 19.52 |
Consumer Cyclical | 17.23 | 18.88 |
Healthcare | 10.25 | 11.03 |
Industrials | 11.71 | 14.82 |
Real Estate | 5.96 | 3.43 |
Energy | 0.69 | 1.7 |
Communication Services | 2.63 | 3.32 |
Consumer Defensive | 4.24 | 3.4 |
Utilities | 1.14 | 2.1 |
Technology | 8.72 | 6.45 |
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