Franklin India Equity Advantage Fund vs SBI Large & MIDCap Fund compare
Franklin India Equity Advantage Fund - Growth Plan
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Fund | Franklin India Equity Advantage Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3370 Cr | ₹28677 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 02 Mar 2005 | 25 May 2005 |
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% | 25% |
Expense Ratio | 2.02 | 1.61 |
Manager | R Janakiraman | Pradeep Kesavan |
ISIN Code | 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 | 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 | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Month | 5.7% | 5.95% |
6 Month | -12.87% | -9.22% |
1 Year | 9.88% | 11.2% |
3 Year | 13.9% | 16.58% |
5 Year | 26.67% | 28.04% |
SIP Return Analysis
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | -4.6% | -2.81% |
1 Year | -6.84% | -3.96% |
3 Year | 14.35% | 15.87% |
5 Year | 16.58% | 19.22% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 12.73% | 14.74% |
3 Year | 12.56% | 14.69% |
5 Year | 13.72% | 14.88% |
Risk Management
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 13.96% | 11.75% |
Sharp | 0.436% | 0.69% |
Beta | 0.94% | 0.85% |
Alpha | 0.015% | 1.2% |
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Fund Managers
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Name | R Janakiraman | Pradeep Kesavan |
Total AUM | ₹50034 Cr | ₹434274 Cr |
Funds Managed | 8 | 43 |
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 |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 4.52 | 6.69 |
Large Cap | 47.11 | 39.72 |
Mid Cap | 36.21 | 35.36 |
Small Cap | 12.16 | 18.23 |
Sector Allocation
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 2.9 | 5.57 |
Energy | 2.87 | 3.35 |
Technology | 11.24 | 8.74 |
Consumer Cyclical | 15.34 | 12.56 |
Industrials | 13.48 | 10.81 |
Financial Services | 28.77 | 24.7 |
Healthcare | 6.47 | 9.85 |
Basic Materials | 4.28 | 11.76 |
Consumer Defensive | 8.21 | 7 |
Utilities | 2.79 | 2.4 |
Real Estate | 3.66 | - |
Communication Services | - | 3.27 |
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