Franklin India Equity Advantage Fund vs HDFC Large and Mid Cap Fund compare
Franklin India Large & Mid Cap Fund - Growth Plan
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Fund | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹3558 Cr | ₹26158 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 02 Mar 2005 | 18 Feb 1994 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 72.19% | 9.01% |
Expense Ratio | 2.02 | 1.66 |
Manager | R Janakiraman | Dhruv Muchhal |
ISIN Code | INF090I01205 | INF179KA1RT1 |
Exits Load | Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HDFC Large and Mid Cap Fund - Regular - 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 Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Month | -0.19% | 0.48% |
6 Month | 11.76% | 10.56% |
1 Year | 2.74% | 1.62% |
3 Year | 17.66% | 21.63% |
5 Year | 21.76% | 26.6% |
SIP Return Analysis
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | 1.8% | 2.4% |
1 Year | 13.58% | 13.83% |
3 Year | 16.65% | 17.77% |
5 Year | 15.68% | 19.57% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 12.31% | 13.35% |
3 Year | 12.82% | 11.41% |
5 Year | 14.14% | 11.57% |
Risk Management
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 13.08% | 13.88% |
Sharp | 0.72% | 0.95% |
Beta | 0.96% | 1.04% |
Alpha | 0.94% | 4.04% |
Fund Managers
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Name | R Janakiraman | Dhruv Muchhal |
Total AUM | ₹50034 Cr | ₹520687 Cr |
Funds Managed | 8 | 40 |
Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
Market Cap
Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 11.06 | 3.81 |
Large Cap | 40.51 | 44.55 |
Mid Cap | 33.38 | 38.19 |
Small Cap | 15.05 | 13.45 |
Sector Allocation
Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 4.3 | 0.73 |
Technology | 12.71 | 9.66 |
Consumer Cyclical | 17.24 | 14.45 |
Healthcare | 9.51 | 12.85 |
Basic Materials | 2.03 | 6.85 |
Financial Services | 27.89 | 30.08 |
Consumer Defensive | 9.77 | 2.74 |
Industrials | 8.45 | 10.27 |
Utilities | 1.59 | 3.73 |
Real Estate | 3.58 | 2.33 |
Communication Services | 2.93 | 3.14 |
Energy | - | 3.18 |
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