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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) ₹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 2.04% 2.49%
6 Month 18.23% 17.4%
1 Year -0.42% -2.39%
3 Year 15.48% 19.2%
5 Year 21.64% 25.26%

SIP Return Analysis

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
6 Month 4.57% 4.07%
1 Year 13.89% 12.32%
3 Year 17.41% 18.23%
5 Year 16.18% 19.9%

Rolling Lumpsum Returns

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
1 Year 12.47% 13.53%
3 Year 12.76% 11.24%
5 Year 14.04% 11.53%

Risk Management

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation 13.24% 14.05%
Sharp 0.66% 0.85%
Beta 0.96% 1.03%
Alpha 1.84% 4.53%

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 10 3.57
Large Cap 42.68 44.13
Mid Cap 31 38.11
Small Cap 16.32 14.19

Sector Allocation

Scheme Name

Franklin India Large & Mid Cap Fund - Growth Plan

HDFC Large and Mid Cap Fund - Growth Option

Others 1.89 0.65
Energy 0 3.12
Technology 11.23 9.6
Consumer Cyclical 20.13 13.7
Healthcare 9.82 12.95
Basic Materials 4.18 6.59
Financial Services 24.84 30.65
Consumer Defensive 9.72 2.6
Industrials 11.37 10.83
Utilities 1.33 3.7
Real Estate 3.32 2.4
Communication Services 2.17 3.21

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