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Franklin India Equity Advantage Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon Franklin India Large & Mid Cap Fund - Growth Plan

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3491 Cr ₹25412 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 4.13% 4.39%
6 Month 4.86% 3.51%
1 Year 7.56% 4.09%
3 Year 20.43% 26.05%
5 Year 24.31% 28.39%

SIP Return Analysis

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
6 Month 11.76% 11.3%
1 Year 16.78% 14.15%
3 Year 19.89% 21.6%
5 Year 18.41% 22.6%

Rolling Lumpsum Returns

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
1 Year 12.6% 13.8%
3 Year 12.63% 11.12%
5 Year 13.9% 11.46%

Risk Management

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation 13.74% 14.53%
Sharp 1.01% 1.25%
Beta 0.95% 1.01%
Alpha 1.07% 4.47%

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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 7.36 4.34
Large Cap 43.67 46.49
Mid Cap 33.7 34.71
Small Cap 15.27 14.47

Sector Allocation

Scheme Name

Franklin India Large & Mid Cap Fund - Growth Plan

HDFC Large and Mid Cap Fund - Growth Option

Others 3.44 2.25
Energy 3.11 3.22
Consumer Cyclical 20.61 12.33
Financial Services 23.75 31.36
Healthcare 9.84 12.19
Basic Materials 4.79 6.2
Technology 10 9.59
Consumer Defensive 8.59 2.65
Industrials 10.86 11.32
Utilities 1.35 3.92
Real Estate 3.67 1.68
Communication Services - 3.28

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