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 Risk | Very High Risk |
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 | -6.07% | -6.88% |
6 Month | -11.65% | -15.16% |
1 Year | 10.78% | 4.3% |
3 Year | 19.67% | 17.45% |
5 Year | 19.28% | 19.54% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -7.36% | -14.96% |
3 Year | 20.19% | 16.18% |
5 Year | 21.39% | 20.11% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 17.11% | 17.53% |
3 Year | 17.83% | 16.61% |
5 Year | 18.87% | 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 | 0.84% | 0.78% |
Beta | 0.91% | 0.88% |
Alpha | 0.17% | -0.96% |
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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 | 1.91 | 4.64 |
Mid Cap | 67.35 | 69.24 |
Large Cap | 11.37 | 7.57 |
Small Cap | 19.37 | 18.55 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 1.91 | 4.64 |
Cement & Cement Products | 3.78 | 3.4 |
Finance | 3.89 | 7.33 |
Healthcare Services | 2.92 | - |
Pharmaceuticals & Biotechnology | 7.56 | 13.12 |
Banks | 11.46 | 5.51 |
Agricultural, Commercial & Construction Vehicles | 1.22 | 1.39 |
Leisure Services | 2.93 | 2.87 |
Aerospace & Defense | 1.49 | 1.03 |
Electrical Equipment | 1.98 | 3.57 |
Industrial Manufacturing | 0.45 | - |
Ferrous Metals | 1.43 | - |
Realty | 5.32 | 4.9 |
Petroleum Products | 0.7 | 1.35 |
Auto Components | 7.19 | 5.5 |
Transport Services | 0.42 | 0.69 |
Telecom - Services | 2.55 | 2.97 |
Fertilizers & Agrochemicals | 3.93 | 3.53 |
Insurance | 3.15 | 5.26 |
Agricultural Food & other Products | 0.94 | 1.09 |
Gas | 1.03 | - |
Consumer Durables | 9.01 | 2.78 |
Power | 0.79 | 0.82 |
IT - Software | 5.94 | 5.23 |
Chemicals & Petrochemicals | 2.95 | 1.69 |
Industrial Products | 5.02 | 8.24 |
Financial Technology (Fintech) | 1.93 | - |
Personal Products | 2.01 | 1.73 |
Beverages | 1.29 | - |
Capital Markets | 0.5 | - |
Textiles & Apparels | 2.26 | 1.98 |
Retailing | 2.05 | - |
Construction | - | 3.05 |
Oil | - | 0.44 |
Diversified | - | 0.81 |
Transport Infrastructure | - | 3.75 |
Commercial Services & Supplies | - | 1.33 |
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