Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹3558 Cr ₹26158 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 -0.19% 0.48%
6 Month 11.76% 10.56%
1 Year 2.74% 1.62%
3 Year 17.66% 21.63%
5 Year 21.76% 26.6%

SIP Return Analysis

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
6 Month 1.8% 2.4%
1 Year 13.58% 13.83%
3 Year 16.65% 17.77%
5 Year 15.68% 19.57%

Rolling Lumpsum Returns

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
1 Year 12.31% 13.35%
3 Year 12.82% 11.41%
5 Year 14.14% 11.57%

Risk Management

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation 13.08% 13.88%
Sharp 0.72% 0.95%
Beta 0.96% 1.04%
Alpha 0.94% 4.04%

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 11.06 3.81
Large Cap 40.51 44.55
Mid Cap 33.38 38.19
Small Cap 15.05 13.45

Sector Allocation

Scheme Name

Franklin India Large & Mid Cap Fund - Growth Plan

HDFC Large and Mid Cap Fund - Growth Option

Others 4.3 0.73
Technology 12.71 9.66
Consumer Cyclical 17.24 14.45
Healthcare 9.51 12.85
Basic Materials 2.03 6.85
Financial Services 27.89 30.08
Consumer Defensive 9.77 2.74
Industrials 8.45 10.27
Utilities 1.59 3.73
Real Estate 3.58 2.33
Communication Services 2.93 3.14
Energy - 3.18

Top Comparisons

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns7.21%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns7.21%

Compare Now

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns18.84%

Compare Now

PGIM India Aggressive Hybrid Equity Fund - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option

3Y Returns14.12%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns17.08%

Compare Now

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns16.83%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns17.39%

Compare Now
Add to Cart Successfully