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) | ₹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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