Franklin India Equity Advantage Fund vs SBI Large & MIDCap Fund compare

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tortoise-icon Franklin India Equity Advantage Fund - Growth Plan

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tortoise-icon Franklin India Equity Advantage Fund - Growth Plan

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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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 Franklin India Equity Advantage Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
Fund Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3518 Cr ₹3518 Cr ₹28660 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 02 Mar 2005 02 Mar 2005 25 May 2005
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 72.19% 72.19% 25%
Expense Ratio 2 2 1.6
Manager R Janakiraman R Janakiraman Pradeep Kesavan
ISIN Code INF090I01205 INF090I01205 INF200K01305
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 Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month 1.07% 1.07% 0.97%
6 Month 4.46% 4.46% 2.87%
1 Year 20.92% 20.92% 20.48%
3 Year 14.27% 14.27% 17.7%
5 Year 18.05% 18.05% 20.95%

SIP Return Analysis

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month - - -
1 Year 15.07% 15.07% 12.98%
3 Year 20.48% 20.48% 21.12%
5 Year 21.14% 21.14% 23.04%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 12.59% 12.59% 14.63%
3 Year 12.54% 12.54% 14.55%
5 Year 13.37% 13.37% 14.82%

Risk Management

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation 11.77% 11.77% 11.75%
Sharp 0.6% 0.6% 0.92%
Beta 0.92% 0.92% 0.87%
Alpha -2.97% -2.97% 1.17%

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Fund Managers

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
Name R Janakiraman R Janakiraman Pradeep Kesavan
Total AUM ₹50034 Cr ₹50034 Cr ₹434274 Cr
Fund Manage 8 8 43
Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth

Market Cap

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

Franklin India Equity Advantage Fund - Growth Plan

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 4.19 4.19 5.09
Large Cap 49.77 49.77 41.17
Mid Cap 36.75 36.75 37.57
Small Cap 9.28 9.28 16.17

Sector Allocation

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

Franklin India Equity Advantage Fund - Growth Plan

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 4.19 4.19 5.09
Petroleum Products 2.89 2.89 3.53
IT - Software 9.54 9.54 8.62
Cement & Cement Products 3.02 3.02 5.32
Construction 3.2 3.2 1.27
Finance 6.11 6.11 3.31
Healthcare Services 4.15 4.15 0.71
Banks 16.76 16.76 15.57
Pharmaceuticals & Biotechnology 5.34 5.34 9.78
Auto Components 6.9 6.9 5.52
Automobiles 5.77 5.77 0.99
Personal Products 1.98 1.98 2.9
Transport Services 2.1 2.1 0.93
Insurance 3.53 3.53 1.13
Agricultural Food & other Products 1.75 1.75 -
Agricultural, Commercial & Construction Vehicles 0.89 0.89 1.96
Power 3.46 3.46 2.87
Industrial Products 3.27 3.27 1.74
Capital Markets 1.67 1.67 2.87
Realty 3.86 3.86 -
Fertilizers & Agrochemicals 1.52 1.52 -
Retailing 2.75 2.75 1.04
Leisure Services 2.59 2.59 1.8
Food Products 1.21 1.21 0.57
Transport Infrastructure 1.54 1.54 -
Industrial Manufacturing - - 1.8
Diversified FMCG - - 2.23
Non - Ferrous Metals - - 3.64
Ferrous Metals - - 2.43
Telecom - Services - - 3.28
Consumer Durables - - 4.67
Chemicals & Petrochemicals - - 1.1
Gas - - 0.42
Beverages - - 1.04
Textiles & Apparels - - 1.87

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