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Tata Flexi Cap Fund vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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) | ₹17203 Cr | ₹2886 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 | 1.94 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 6.23% | 5.17% |
| 6 Month | -10.25% | -9.1% |
| 1 Year | 7.3% | 8.04% |
| 3 Year | 16.31% | 12.23% |
| 5 Year | 30.49% | 21.51% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | -4.23% | -2.41% |
| 1 Year | -6.47% | -3.72% |
| 3 Year | 17.72% | 14.33% |
| 5 Year | 20.23% | 14.57% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.32% | 14.24% |
| 3 Year | 18.99% | 15.51% |
| 5 Year | 18.92% | 15.14% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.548% | 11.4% |
| Sharp | 0.672% | 0.47% |
| Beta | 0.914% | 0.8% |
| Alpha | 2.972% | 0.34% |
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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 |
| Funds Managed | 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 | 3.7 | 2.85 |
| Large Cap | 70.55 | 56.99 |
| Mid Cap | 16.71 | 15.63 |
| Small Cap | 9.03 | 24.53 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 4.59 | 2.75 |
| Energy | 2.93 | 4.27 |
| Technology | 10.25 | 5.58 |
| Industrials | 11.6 | 7.54 |
| Financial Services | 28.3 | 38.78 |
| Healthcare | 7.12 | 7.6 |
| Basic Materials | 4.6 | 9.67 |
| Consumer Cyclical | 12.68 | 11.52 |
| Communication Services | 6.22 | 1.37 |
| Utilities | 3.95 | - |
| Consumer Defensive | 5.53 | 9.99 |
| Real Estate | 2.22 | 0.93 |
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