Franklin India Prima Fund vs Invesco India Midcap Fund compare

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)	₹12318 Cr	₹5625 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	1.76	1.82
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

Scheme Name	Franklin India Prima Fund-Growth	Invesco India Midcap Fund - Growth Option
1 Month	4.73%	8.24%
6 Month	6.48%	13.68%
1 Year	33.01%	45.13%
3 Year	22.69%	25.52%
5 Year	23.44%	28.43%

Scheme Name	Franklin India Prima Fund-Growth	Invesco India Midcap Fund - Growth Option
6 Month	-	-
1 Year	27.48%	42.39%
3 Year	31.94%	36.98%
5 Year	28.08%	32.03%

Scheme Name	Franklin India Prima Fund-Growth	Invesco India Midcap Fund - Growth Option
1 Year	16.85%	13.8%
3 Year	17.71%	17.68%
5 Year	18.68%	18.59%

Scheme Name	Franklin India Prima Fund-Growth	Invesco India Midcap Fund - Growth Option
Standard Deviation	13.68%	13.27%
Sharp	1.04%	1.15%
Beta	0.89%	0.89%
Alpha	0.71%	2.51%

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

Scheme Name	Franklin India Prima Fund-Growth	Invesco India Midcap Fund - Growth Option
Others	1.91	1.17
Mid Cap	67.35	66
Large Cap	11.37	13.97
Small Cap	19.37	18.86

Scheme Name	Franklin India Prima Fund-Growth	Invesco India Midcap Fund - Growth Option
Others	1.91	1.17
Cement & Cement Products	3.78	2.89
Finance	3.89	5.98
Healthcare Services	2.92	6.77
Pharmaceuticals & Biotechnology	7.56	6.61
Banks	11.46	4.53
Agricultural, Commercial & Construction Vehicles	1.22	-
Leisure Services	2.93	5.6
Aerospace & Defense	1.49	-
Electrical Equipment	1.98	2.4
Industrial Manufacturing	0.45	1.54
Ferrous Metals	1.43	1.34
Realty	5.32	7.78
Petroleum Products	0.7	-
Auto Components	7.19	7.58
Transport Services	0.42	2.48
Telecom - Services	2.55	1.38
Fertilizers & Agrochemicals	3.93	-
Insurance	3.15	4.71
Agricultural Food & other Products	0.94	-
Gas	1.03	-
Consumer Durables	9.01	8.24
Power	0.79	-
IT - Software	5.94	6.45
Chemicals & Petrochemicals	2.95	-
Industrial Products	5.02	9.16
Financial Technology (Fintech)	1.93	-
Personal Products	2.01	-
Beverages	1.29	-
Capital Markets	0.5	3.61
Textiles & Apparels	2.26	-
Retailing	2.05	9.78