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) | ₹3688 Cr | ₹28892 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 | -1.34% | -1.86% |
| 6 Month | 2.58% | 2.31% |
| 1 Year | 3.56% | 2.6% |
| 3 Year | 16.66% | 19.15% |
| 5 Year | 16.96% | 21.71% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.17% | 1.12% |
| 1 Year | 16.18% | 13.75% |
| 3 Year | 15.91% | 15.75% |
| 5 Year | 14.93% | 17.91% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.19% | 13.19% |
| 3 Year | 13% | 13.1% |
| 5 Year | 14.24% | 12.3% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.77% | 13.88% |
| Sharp | 0.81% | 0.89% |
| Beta | 0.92% | 1.01% |
| Alpha | -0.68% | 0.81% |
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 | 14.82 | 5.09 |
| Large Cap | 38.06 | 44.28 |
| Mid Cap | 32.44 | 38.78 |
| Small Cap | 14.69 | 11.85 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 3.01 | 1.02 |
| Technology | 13.57 | 10.31 |
| Consumer Cyclical | 19.13 | 13.6 |
| Healthcare | 12.61 | 12.4 |
| Basic Materials | 1.16 | 6.59 |
| Financial Services | 30.1 | 31.25 |
| Consumer Defensive | 7.87 | 2.91 |
| Industrials | 4.98 | 9.8 |
| Utilities | 1.52 | 3.4 |
| Real Estate | 2.47 | 2.34 |
| Communication Services | 3.59 | 3.22 |
| Energy | - | 3.16 |
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