Franklin India Equity Advantage Fund vs HDFC Large and Mid Cap Fund compare
Franklin India Equity Advantage Fund - Growth Plan
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Fund | Franklin India Equity Advantage Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3370 Cr | ₹23140 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 Equity Advantage Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Month | -2.48% | -3.27% |
6 Month | -13.29% | -14.83% |
1 Year | 6.06% | 1.3% |
3 Year | 13.1% | 18.48% |
5 Year | 19.03% | 24.49% |
SIP Return Analysis
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | -9.14% | -9.84% |
1 Year | -13.85% | -17.46% |
3 Year | 11.46% | 14.35% |
5 Year | 15.07% | 19.7% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 12.84% | 14.17% |
3 Year | 12.55% | 10.86% |
5 Year | 13.6% | 11.39% |
Risk Management
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 13.96% | 14.902% |
Sharp | 0.436% | 0.746% |
Beta | 0.94% | 1.012% |
Alpha | 0.015% | 4.586% |
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Fund Managers
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Name | R Janakiraman | Dhruv Muchhal |
Total AUM | ₹50034 Cr | ₹520687 Cr |
Fund Manage | 8 | 40 |
Franklin India Equity Advantage Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
Market Cap
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 4.52304 | 1.85505 |
Large Cap | 47.10808 | 46.69937 |
Mid Cap | 36.21238 | 36.35013 |
Small Cap | 12.15652 | 15.09541 |
Sector Allocation
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 2.90438 | 1.02927 |
Energy | 2.86786 | 3.19284 |
Technology | 11.24199 | 11.16608 |
Consumer Cyclical | 15.34271 | 13.15851 |
Industrials | 13.47521 | 11.75716 |
Financial Services | 28.76651 | 30.96429 |
Healthcare | 6.46565 | 12.80658 |
Basic Materials | 4.27966 | 5.37574 |
Consumer Defensive | 8.20554 | 2.49388 |
Utilities | 2.78556 | 3.90826 |
Real Estate | 3.66495 | 1.35154 |
Communication Services | - | 2.79581 |
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