Franklin India Prima Fund vs HDFC Mid compare

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tortoise-icon Franklin India Prima Fund-Growth

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Average Very High
Asset Size (Cr) ₹9281 Cr ₹70563 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Jan 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 1.8 1.41
Manager R Janakiraman Dhruv Muchhal
ISIN Code INF090I01809 INF179K01CR2
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth HDFC Mid-Cap Opportunities Fund - Growth Plan
1 Month 6.39% 0.31%
6 Month 35.26% 20.71%
1 Year 52.42% 47.47%
3 Year 22.72% 30.25%
5 Year 25.61% 30.78%

SIP Return Analysis

Scheme Name Franklin India Prima Fund-Growth HDFC Mid-Cap Opportunities Fund - Growth Plan
6 Month - -
1 Year 23.15% 20.42%
3 Year 52.68% 61.3%
5 Year 94.88% 122.32%

Rolling Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth HDFC Mid-Cap Opportunities Fund - Growth Plan
1 Year 26.44% 31.42%
3 Year 68.45% 87.81%
5 Year 104.55% 131.47%

Risk Management

Scheme Name Franklin India Prima Fund-Growth HDFC Mid-Cap Opportunities Fund - Growth Plan
Standard Deviation 13.68% 12.9%
Sharp 1.1% 1.61%
Beta 0.91% 0.85%
Alpha -1.55% 4.63%

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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
Fund Manage 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 6.72 6.22
Mid Cap 63.63 65.36
Large Cap 16.79 8.77
Small Cap 12.85 19.65

Sector Allocation

Scheme Name

Franklin India Prima Fund-Growth

HDFC Mid-Cap Opportunities Fund - Growth Plan

Others 3.71 6.22
Materials 4.94 -
Financial 18.31 -
Healthcare 7.61 -
Automobile 6.16 -
Services 8.09 -
Capital Goods 15.78 -
Metals & Mining 2.46 -
Construction 6.17 2.77
Energy 2.67 -
Chemicals 5.67 -
Consumer Staples 5.06 -
Consumer Discretionary 5.71 -
Technology 4.63 -
Communication 1.34 -
Textiles 1.68 -
Cement & Cement Products - 1.59
Finance - 6.25
Healthcare Services - 4.47
Textiles & Apparels - 1.11
Banks - 10.64
Agricultural, Commercial & Construction Vehicles - 0.44
Leisure Services - 4.46
Printing & Publication - 0.36
Pharmaceuticals & Biotechnology - 7.51
Auto Components - 8.7
Consumer Durables - 5.9
Chemicals & Petrochemicals - 4.16
Petroleum Products - 2.34
Telecom - Services - 2.87
Fertilizers & Agrochemicals - 0.47
Insurance - 3.89
Industrial Products - 9.14
Agricultural Food & other Products - 0.74
Media - 0.13
Gas - 0.53
Entertainment - 0.41
IT - Software - 7.3
Aerospace & Defense - 1.17
Capital Markets - 0.91
Financial Technology (Fintech) - 1.41
Personal Products - 0.72
Cigarettes & Tobacco Products - 0.09
Ferrous Metals - 2.22
Commercial Services & Supplies - 1.08

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