Franklin India Prima Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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tortoise-icon Franklin India Prima Fund-Growth

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tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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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 Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund Franklin India Prima Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹9281 Cr ₹4194 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Jan 1993 01 Jul 1994
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 26.03% 69.98%
Expense Ratio 1.8 0.75
Manager R Janakiraman Satish Chandra Mishra
ISIN Code INF090I01809 INF277K01626
Exits Load Exit load of 1% if redeemed within 1 year/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 6.39% 5.31%
6 Month 35.26% 32.3%
1 Year 52.42% 46.49%
3 Year 22.72% 23.54%
5 Year 25.61% 28.28%

SIP Return Analysis

Scheme Name Franklin India Prima Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month - -
1 Year 23.15% 23.48%
3 Year 52.68% 56.14%
5 Year 94.88% 106.77%

Rolling Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 26.44% 28.77%
3 Year 68.45% 75.24%
5 Year 104.55% 115%

Risk Management

Scheme Name Franklin India Prima Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation 13.68% 13.05%
Sharp 1.1% 1.2%
Beta 0.91% 0.84%
Alpha -1.55% -0.09%

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Fund Managers

Scheme Name Franklin India Prima Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Name R Janakiraman Satish Chandra Mishra
Total AUM ₹50034 Cr ₹13117 Cr
Fund Manage 8 5
Franklin India Prima Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option

Market Cap

Scheme Name

Franklin India Prima Fund-Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 6.72 5.23
Mid Cap 63.63 64.87
Large Cap 16.79 9.14
Small Cap 12.85 20.76

Sector Allocation

Scheme Name

Franklin India Prima Fund-Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 3.71 2.96
Materials 4.94 5.75
Financial 18.31 16.7
Healthcare 7.61 11.33
Automobile 6.16 5.98
Services 8.09 8.18
Capital Goods 15.78 15.46
Metals & Mining 2.46 5.22
Construction 6.17 8.64
Energy 2.67 2.81
Chemicals 5.67 4.33
Consumer Staples 5.06 2.43
Consumer Discretionary 5.71 2.05
Technology 4.63 2.71
Communication 1.34 2.68
Textiles 1.68 1.9
Diversified - 0.87

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