Tata Flexi Cap Fund vs Franklin India Flexi Cap Fund compare

Overview

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹17450 Cr	₹3009 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	29 Sep 1994	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	18.1%	69.17%
Expense Ratio	1.71	1.93
Manager	R Janakiraman	Amey Sathe
ISIN Code	INF090I01239	INF277K019K2
Exits Load	Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	2.4%	-0.15%
6 Month	5.15%	1.49%
1 Year	22.86%	12.2%
3 Year	19.25%	12.36%
5 Year	22.11%	14.86%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-	-
1 Year	15.28%	7.99%
3 Year	24.56%	17.35%
5 Year	25.12%	17.04%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	16.32%	14.26%
3 Year	19.1%	15.8%
5 Year	18.84%	15.24%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.16%	11.4%
Sharp	1.26%	0.57%
Beta	0.91%	0.85%
Alpha	3.61%	-1.6%

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Name	R Janakiraman	Amey Sathe
Total AUM	₹50034 Cr	₹11910 Cr
Fund Manage	8	4
	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	3.15	5.31
Small Cap	10.73	27.61
Large Cap	71.36	47.99
Mid Cap	14.78	19.09

Scheme Name	Franklin India Flexi Cap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	3.15	5.31
Cement & Cement Products	4.8	4.62
Petroleum Products	3.68	3.98
IT - Software	10.52	4.38
Construction	4.43	3.68
Banks	24.64	22.27
Pharmaceuticals & Biotechnology	3.35	6.3
Ferrous Metals	0.91	1.28
Automobiles	4.31	2.39
Finance	1.16	9
Telecom - Services	6.09	1.29
Gas	0.97	-
Industrial Products	2.44	2.92
Agricultural Food & other Products	1.5	-
Consumer Durables	3.15	3.93
Aerospace & Defense	1.53	-
Financial Technology (Fintech)	1.34	-
Healthcare Services	2.05	1.75
Capital Markets	0.79	2.17
Chemicals & Petrochemicals	0.73	-
Household Products	1.22	-
Power	2.66	-
Retailing	2.37	3.21
Textiles & Apparels	1.56	-
Insurance	1.04	2.82
Leisure Services	2.75	0.97
Realty	1.07	2.64
Beverages	2.99	-
Auto Components	2.35	2.14
Commercial Services & Supplies	0.47	1.13
Personal Products	-	2.81
Agricultural, Commercial & Construction Vehicles	-	1.74
Industrial Manufacturing	-	1.2
Diversified FMCG	-	2.27
Food Products	-	1.93
Transport Services	-	0.5
Transport Infrastructure	-	1.37