Franklin India Prima Fund vs HDFC Mid compare
Franklin India Prima Fund-Growth
HDFC Mid-Cap Opportunities Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Franklin India Prima Fund-Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Fund | Franklin India Prima Fund-Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11656 Cr | ₹73510 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 01 Dec 1993 | 25 Jun 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 26.03% | 14.6% |
Expense Ratio | 1.78 | 1.39 |
Manager | R Janakiraman | Dhruv Muchhal |
ISIN Code | INF090I01809 | INF179K01CR2 |
Exits Load | Franklin India Prima Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HDFC Mid-Cap Opportunities Fund - 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 Prima Fund-Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Month | 7.87% | 6.7% |
6 Month | -11.58% | -11.13% |
1 Year | 16.06% | 10.65% |
3 Year | 20.73% | 24.08% |
5 Year | 29.41% | 34.75% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
6 Month | -6.35% | -6.14% |
1 Year | -7.79% | -8.3% |
3 Year | 21.44% | 22.55% |
5 Year | 21.65% | 25.67% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Year | 16.98% | 15.63% |
3 Year | 17.87% | 19.73% |
5 Year | 18.98% | 19.19% |
Risk Management
Scheme Name | Franklin India Prima Fund-Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Standard Deviation | 13.68% | 15.301% |
Sharp | 0.75% | 1.022% |
Beta | 0.91% | 0.855% |
Alpha | 0.16% | 4.384% |
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Fund Managers
Scheme Name | Franklin India Prima Fund-Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Name | R Janakiraman | Dhruv Muchhal |
Total AUM | ₹50034 Cr | ₹520687 Cr |
Funds Managed | 8 | 40 |
Franklin India Prima Fund-Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
Market Cap
Scheme Name |
Franklin India Prima Fund-Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 2.86 | 8.07 |
Mid Cap | 66.03 | 65.07 |
Large Cap | 13.57 | 5.88 |
Small Cap | 17.55 | 20.98 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 2.83 | 8.07 |
Basic Materials | 14.43 | 6.21 |
Financial Services | 20.15 | 24.44 |
Consumer Cyclical | 17.23 | 17.51 |
Healthcare | 10.25 | 11.93 |
Industrials | 11.71 | 10.38 |
Real Estate | 5.96 | - |
Energy | 0.69 | 2.69 |
Communication Services | 2.63 | 3.05 |
Consumer Defensive | 4.24 | 4.23 |
Utilities | 1.14 | 1.37 |
Technology | 8.72 | 10.11 |
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