Franklin India Prima Fund vs Invesco India Midcap Fund compare

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tortoise-icon Franklin India Prima Fund-Growth

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tortoise-icon Invesco India Midcap Fund - Growth Option

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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 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 Average Very High
Asset Size (Cr) ₹9281 Cr ₹5216 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Jan 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 1.8 1.85
Manager R Janakiraman Aditya Khemani
ISIN Code INF090I01809 INF205K01BC9
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth Invesco India Midcap Fund - Growth Option
1 Month -0.21% 2.19%
6 Month 24.76% 27.46%
1 Year 50.95% 55.43%
3 Year 21.83% 25.15%
5 Year 24.95% 29.47%

SIP Return Analysis

Scheme Name Franklin India Prima Fund-Growth Invesco India Midcap Fund - Growth Option
6 Month - -
1 Year 23.15% 23.2%
3 Year 52.68% 53.33%
5 Year 94.88% 103.01%

Rolling Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth Invesco India Midcap Fund - Growth Option
1 Year 26.44% 28.73%
3 Year 68.45% 75.07%
5 Year 104.55% 115.7%

Risk Management

Scheme Name Franklin India Prima Fund-Growth Invesco India Midcap Fund - Growth Option
Standard Deviation 13.68% 13.27%
Sharp 1.1% 1.28%
Beta 0.91% 0.92%
Alpha -1.55% 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
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 6.72 4.81
Mid Cap 63.63 63.72
Large Cap 16.79 15.58
Small Cap 12.85 15.89

Sector Allocation

Scheme Name

Franklin India Prima Fund-Growth

Invesco India Midcap Fund - Growth Option

Others 3.71 0.91
Materials 4.94 5.34
Financial 18.31 15.38
Healthcare 7.61 12.04
Automobile 6.16 9.1
Services 8.09 14.95
Capital Goods 15.78 13.15
Metals & Mining 2.46 2.83
Construction 6.17 7.57
Energy 2.67 1.47
Chemicals 5.67 -
Consumer Staples 5.06 1.89
Consumer Discretionary 5.71 3.88
Technology 4.63 3.97
Communication 1.34 2.52
Textiles 1.68 1.01
Insurance - 1.7
Diversified - 2.29

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