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 | -3.47% | -3.4% |
6 Month | -14.19% | -13.26% |
1 Year | 9.54% | 13.25% |
3 Year | 20.02% | 20.71% |
5 Year | 21.89% | 23.6% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | -11.58% | -12.15% |
1 Year | -16.65% | -14.76% |
3 Year | 17.47% | 19.44% |
5 Year | 19.49% | 21.52% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 17.11% | 14.1% |
3 Year | 17.83% | 18.13% |
5 Year | 18.87% | 18.76% |
Risk Management
Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 16.008% | 13.27% |
Sharp | 0.755% | 0.79% |
Beta | 0.885% | 0.92% |
Alpha | 0.437% | 1.17% |
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 Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | R Janakiraman | Aditya Khemani |
Total AUM | ₹50034 Cr | ₹12070 Cr |
Fund Manage | 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 | 2.85811 | 1.70457 |
Mid Cap | 66.0293 | 64.77765 |
Large Cap | 13.56543 | 12.59385 |
Small Cap | 17.54712 | 20.92394 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 2.82988 | 0.7215 |
Basic Materials | 14.43042 | 9.49956 |
Financial Services | 20.15185 | 22.89822 |
Consumer Cyclical | 17.2337 | 20.7582 |
Healthcare | 10.24661 | 16.34543 |
Industrials | 11.71278 | 10.14415 |
Real Estate | 5.96273 | 7.13771 |
Energy | 0.69149 | - |
Communication Services | 2.62845 | 1.69256 |
Consumer Defensive | 4.24382 | - |
Utilities | 1.1445 | - |
Technology | 8.72373 | 10.80268 |
Top Comparisons
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns6.23%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns5.98%
SBI Magnum Income Fund-Regular Plan-Growth
3Y Returns6.54%
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns6.47%
DSP Equity Opportunities Fund-Regular Plan - Growth
3Y Returns18.71%
Canara Robeco Emerging Equities - Regular Plan - Growth Option
3Y Returns13.56%
Invesco India Midcap Fund - Growth Option
3Y Returns20.71%
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
3Y Returns0%