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 | 5.79% | 5.27% |
6 Month | -8.07% | -6.12% |
1 Year | 9.79% | 10.3% |
3 Year | 12.57% | 15.38% |
5 Year | 24.28% | 26.21% |
SIP Return Analysis
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | -1.32% | -0.01% |
1 Year | -5.07% | -2.09% |
3 Year | 14.7% | 15.99% |
5 Year | 16.36% | 18.9% |
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% | 0.65% |
Beta | 0.94% | 0.84% |
Alpha | 0.015% | 0.73% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 7.11 |
Large Cap | 47.11 | 40.15 |
Mid Cap | 36.21 | 35.86 |
Small Cap | 12.16 | 16.88 |
Sector Allocation
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 2.9 | 6.15 |
Energy | 2.87 | 3.33 |
Technology | 11.24 | 7.31 |
Consumer Cyclical | 15.34 | 11.6 |
Industrials | 13.48 | 10 |
Financial Services | 28.77 | 26.38 |
Healthcare | 6.47 | 10.94 |
Basic Materials | 4.28 | 13.6 |
Consumer Defensive | 8.21 | 5.56 |
Utilities | 2.79 | 2.14 |
Real Estate | 3.66 | - |
Communication Services | - | 3 |
Top Comparisons
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns15.44%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns12.26%
ICICI Prudential Constant Maturity Gilt Fund - Growth
3Y Returns8.59%
SBI Magnum Constant Maturity Fund - Regular Plan - Growth
3Y Returns8.51%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns16.77%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns10.25%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns18.09%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns14.91%