Franklin India Prima Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Franklin India Prima Fund-Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹11656 Cr | ₹4354 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Dec 1993 | 31 Mar 2004 |
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 | 1.78 | 1.87 |
Manager | R Janakiraman | Satish Chandra Mishra |
ISIN Code | INF090I01809 | INF277K01626 |
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 | Tata Mid Cap Growth Fund - Regular Plan - 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 | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 7.87% | 7.94% |
6 Month | -11.58% | -15.4% |
1 Year | 16.06% | 6.76% |
3 Year | 20.73% | 18.04% |
5 Year | 29.41% | 29.25% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | -6.35% | -7.17% |
1 Year | -7.79% | -15.06% |
3 Year | 21.44% | 17.29% |
5 Year | 21.65% | 20.16% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 16.98% | 17.53% |
3 Year | 17.87% | 16.61% |
5 Year | 18.98% | 17.03% |
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 | 0.75% | 0.63% |
Beta | 0.91% | 0.91% |
Alpha | 0.16% | -2.03% |
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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 |
Funds Managed | 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 | 2.86 | 2.98 |
Mid Cap | 66.03 | 68.49 |
Large Cap | 13.57 | 8.23 |
Small Cap | 17.55 | 20.31 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 2.83 | 2.92 |
Basic Materials | 14.43 | 9.49 |
Financial Services | 20.15 | 20.39 |
Consumer Cyclical | 17.23 | 11.73 |
Healthcare | 10.25 | 14.75 |
Industrials | 11.71 | 22.52 |
Real Estate | 5.96 | 4.84 |
Energy | 0.69 | 1.69 |
Communication Services | 2.63 | 2.98 |
Consumer Defensive | 4.24 | 1.13 |
Utilities | 1.14 | 1.87 |
Technology | 8.72 | 5.68 |
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