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

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tortoise-icon Franklin India Equity Advantage 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 Equity Advantage Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
Fund Franklin India Equity Advantage Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3518 Cr ₹23485 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 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 Equity Advantage Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
1 Month -2.14% -4.35%
6 Month -1.54% -5.41%
1 Year 16.51% 11.52%
3 Year 11.87% 18.52%
5 Year 16.59% 21.44%

SIP Return Analysis

Scheme Name Franklin India Equity Advantage Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
6 Month - -
1 Year 5.87% 1.46%
3 Year 17.6% 21.77%
5 Year 19.18% 24.45%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
1 Year 12.59% 14.01%
3 Year 12.54% 10.73%
5 Year 13.37% 11.31%

Risk Management

Scheme Name Franklin India Equity Advantage Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation 11.77% 12.97%
Sharp 0.6% 1.37%
Beta 0.92% 0.96%
Alpha -2.97% 3.24%

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Fund Managers

Scheme Name Franklin India Equity Advantage Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option
Name R Janakiraman Dhruv Muchhal
Total AUM ₹50034 Cr ₹520687 Cr
Fund Manage 8 40
Franklin India Equity Advantage Fund - Growth Plan HDFC Large and Mid Cap Fund - Growth Option

Market Cap

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

HDFC Large and Mid Cap Fund - Growth Option

Others 4.19 1.31
Large Cap 49.77 49.45
Mid Cap 36.75 37.04
Small Cap 9.28 12.2

Sector Allocation

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

HDFC Large and Mid Cap Fund - Growth Option

Others 4.19 1.31
Petroleum Products 2.89 2.61
IT - Software 9.54 8.83
Cement & Cement Products 3.02 1.18
Construction 3.2 1.62
Finance 6.11 8.81
Healthcare Services 4.15 3.08
Banks 16.76 18.76
Pharmaceuticals & Biotechnology 5.34 9.22
Auto Components 6.9 4.16
Automobiles 5.77 3.3
Personal Products 1.98 0.49
Transport Services 2.1 1.5
Insurance 3.53 3.09
Agricultural Food & other Products 1.75 0.52
Agricultural, Commercial & Construction Vehicles 0.89 1.58
Power 3.46 2.68
Industrial Products 3.27 1.45
Capital Markets 1.67 0.99
Realty 3.86 1.73
Fertilizers & Agrochemicals 1.52 1.03
Retailing 2.75 2.21
Leisure Services 2.59 1.76
Food Products 1.21 -
Transport Infrastructure 1.54 0.05
Telecom - Services - 2.22
IT - Services - 0.07
Industrial Manufacturing - 0.9
Diversified FMCG - 1.06
Non - Ferrous Metals - 0.72
Chemicals & Petrochemicals - 1.98
Aerospace & Defense - 2.31
Electrical Equipment - 0.53
Ferrous Metals - 1.1
Telecom - Equipment & Accessories - 0.17
Consumer Durables - 2.53
Gas - 1.35
Beverages - 0.55
Entertainment - 0.64
Oil - 0.69
Financial Technology (Fintech) - 0.6
Commercial Services & Supplies - 0.39
Textiles & Apparels - 0.23

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