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Franklin India Prima Fund vs Invesco India Midcap Fund compare
Franklin India Prima Fund-Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11656 Cr | ₹5645 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Dec 1993 | 19 Apr 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 26.03% | 70% |
| Expense Ratio | 1.78 | 1.8 |
| Manager | R Janakiraman | Aditya Khemani |
| ISIN Code | INF090I01809 | INF205K01BC9 |
| 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 | Invesco India Mid Cap 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 | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | 6.79% | 7.9% |
| 6 Month | -8.68% | -8.55% |
| 1 Year | 13.76% | 18.4% |
| 3 Year | 20.08% | 21.1% |
| 5 Year | 27.49% | 29.16% |
SIP Return Analysis
| Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | -4.62% | -5.4% |
| 1 Year | -10.82% | -9.31% |
| 3 Year | 19.25% | 21.27% |
| 5 Year | 19.95% | 21.95% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 16.98% | 14.1% |
| 3 Year | 17.87% | 18.13% |
| 5 Year | 18.98% | 18.76% |
Risk Management
| Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.68% | 13.27% |
| Sharp | 0.8% | 0.8% |
| Beta | 0.93% | 0.93% |
| Alpha | 0.86% | 1.49% |
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Fund Managers
| Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Name | R Janakiraman | Aditya Khemani |
| Total AUM | ₹50034 Cr | ₹12070 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
Franklin India Prima Fund-Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 4.48 | 2.1 |
| Mid Cap | 65.92 | 64.75 |
| Large Cap | 12.83 | 13.09 |
| Small Cap | 16.77 | 20.07 |
Sector Allocation
| Scheme Name |
Franklin India Prima Fund-Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.64 | 0.35 |
| Basic Materials | 14.61 | 9.73 |
| Financial Services | 20.42 | 23.61 |
| Consumer Cyclical | 18.35 | 19.8 |
| Healthcare | 10.4 | 18.02 |
| Industrials | 10.62 | 9.48 |
| Real Estate | 5.62 | 7.12 |
| Energy | 0.62 | - |
| Communication Services | 2.68 | 1.75 |
| Consumer Defensive | 4.21 | - |
| Utilities | 1.18 | - |
| Technology | 7.65 | 10.12 |
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