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 | 5.79% | 7.14% |
6 Month | -8.07% | -8.09% |
1 Year | 9.79% | 7.54% |
3 Year | 12.57% | 18.09% |
5 Year | 24.28% | 28.61% |
SIP Return Analysis
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | -4.8% | -4.23% |
1 Year | -11.44% | -12.98% |
3 Year | 11.89% | 15.22% |
5 Year | 14.62% | 19.52% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 12.73% | 14.17% |
3 Year | 12.56% | 10.86% |
5 Year | 13.72% | 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 |
Funds Managed | 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 | 4.52 | 1.86 |
Large Cap | 47.11 | 46.7 |
Mid Cap | 36.21 | 36.35 |
Small Cap | 12.16 | 15.1 |
Sector Allocation
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 2.9 | 1.03 |
Energy | 2.87 | 3.19 |
Technology | 11.24 | 11.17 |
Consumer Cyclical | 15.34 | 13.16 |
Industrials | 13.48 | 11.76 |
Financial Services | 28.77 | 30.96 |
Healthcare | 6.47 | 12.81 |
Basic Materials | 4.28 | 5.38 |
Consumer Defensive | 8.21 | 2.49 |
Utilities | 2.79 | 3.91 |
Real Estate | 3.66 | 1.35 |
Communication Services | - | 2.8 |
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