Tata Flexi Cap Fund vs Franklin India Flexi Cap Fund compare

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tortoise-icon Franklin India Flexi Cap Fund - Growth

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tortoise-icon Tata Flexi 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 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) ₹16677 Cr ₹2910 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Sep 1994 05 Aug 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 1.72 1.94
Manager R Janakiraman Amey Sathe
ISIN Code INF090I01239 INF277K019K2
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 12 months./365

Trailing Lumpsum Returns

Scheme Name Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 1.72% 6.74%
6 Month 19.55% 25.74%
1 Year 44.86% 34.35%
3 Year 23.27% 14.92%
5 Year 25% 19.22%

SIP Return Analysis

Scheme Name Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month - -
1 Year 17.7% 13.56%
3 Year 43.7% 31.33%
5 Year 88.11% 56.93%

Rolling Lumpsum Returns

Scheme Name Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 25.84% 18.03%
3 Year 65.71% 43.18%
5 Year 96.31% 62.15%

Risk Management

Scheme Name Franklin India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 12.16% 11.4%
Sharp 1.26% 0.71%
Beta 0.91% 0.85%
Alpha 3.61% -1.49%

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Fund Managers

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

Market Cap

Scheme Name

Franklin India Flexi Cap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 5.71 7.91
Large Cap 72.91 46.17
Mid Cap 15 22.23
Small Cap 6.41 23.69

Sector Allocation

Scheme Name

Franklin India Flexi Cap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 4.63 4.08
Capital Goods 7.54 7.19
Financial 26.15 27.21
Materials 5.15 4.45
Automobile 4.53 2.92
Energy 9.62 9.26
Technology 8.64 4.96
Construction 6.24 6.97
Healthcare 3.69 7.01
Services 6.13 8.25
Consumer Staples 6.63 7.21
Consumer Discretionary 3.2 2.95
Communication 5.32 1.54
Insurance 1.09 2
Textiles 1.47 -
Metals & Mining - 2.46
Chemicals - 1.54

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