Franklin India Prima Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Franklin India Prima Fund-Growth

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tortoise-icon Sundaram Mid Cap 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 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 Average Very High
Asset Size (Cr) ₹9281 Cr ₹11825 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Jan 1993 01 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 1.8 1.73
Manager R Janakiraman Ratish Varier
ISIN Code INF090I01809 INF903J01173
Exits Load 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 Prima Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month -5.51% -6.04%
6 Month 10.66% 10.84%
1 Year 37.57% 37.76%
3 Year 18.79% 21.7%
5 Year 22.29% 23.73%

SIP Return Analysis

Scheme Name Franklin India Prima Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 30.9% 29.86%
3 Year 31.36% 32.77%
5 Year 27.68% 29.48%

Rolling Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 16.85% 21.22%
3 Year 17.71% 18.05%
5 Year 18.68% 18.53%

Risk Management

Scheme Name Franklin India Prima Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.68% 13.35%
Sharp 0.93% 1.16%
Beta 0.9% 0.88%
Alpha -0.48% 2.72%

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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 6.72 6.5
Mid Cap 63.63 66.49
Large Cap 16.79 17.11
Small Cap 12.85 9.85

Sector Allocation

Scheme Name

Franklin India Prima Fund-Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.71 2.66
Materials 4.94 5.11
Financial 18.31 18.38
Healthcare 7.61 10.83
Automobile 6.16 9.82
Services 8.09 13.57
Capital Goods 15.78 11.59
Metals & Mining 2.46 3.91
Construction 6.17 2.45
Energy 2.67 4.29
Chemicals 5.67 3.8
Consumer Staples 5.06 1.94
Consumer Discretionary 5.71 4.72
Technology 4.63 4.25
Communication 1.34 0.34
Textiles 1.68 -
Insurance - 0.46
Unclassified - 1.83

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