Franklin India Equity Advantage Fund vs HDFC Large and Mid Cap Fund compare
Franklin India Large & Mid Cap Fund - Growth Plan
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Fund | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3529 Cr | ₹26949 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 02 Mar 2005 | 18 Feb 1994 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 72.19% | 9.01% |
| Expense Ratio | 2.02 | 1.66 |
| Manager | R Janakiraman | Dhruv Muchhal |
| ISIN Code | INF090I01205 | INF179KA1RT1 |
| Exits Load | Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HDFC Large and Mid Cap Fund - Regular - 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 Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Month | 3.96% | 3.2% |
| 6 Month | 9.98% | 9.66% |
| 1 Year | 7.74% | 5.84% |
| 3 Year | 17.59% | 20.66% |
| 5 Year | 22.03% | 26.81% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | -0.59% | 0.71% |
| 1 Year | 7.79% | 9.4% |
| 3 Year | 14.07% | 15.46% |
| 5 Year | 14.13% | 18.12% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.31% | 13.35% |
| 3 Year | 12.82% | 11.41% |
| 5 Year | 14.14% | 11.57% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.21% | 13.90% |
| Sharp | 0.81% | 0.96% |
| Beta | 0.93% | 1.01% |
| Alpha | -0.39% | 1.34% |
Fund Managers
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Name | R Janakiraman | Dhruv Muchhal |
| Total AUM | ₹50034 Cr | ₹520687 Cr |
| Funds Managed | 8 | 40 |
| Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
Market Cap
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 11.06 | 3.81 |
| Large Cap | 40.51 | 44.55 |
| Mid Cap | 33.38 | 38.19 |
| Small Cap | 15.05 | 13.45 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 4.3 | 0.73 |
| Technology | 12.71 | 9.66 |
| Consumer Cyclical | 17.24 | 14.45 |
| Healthcare | 9.51 | 12.85 |
| Basic Materials | 2.03 | 6.85 |
| Financial Services | 27.89 | 30.08 |
| Consumer Defensive | 9.77 | 2.74 |
| Industrials | 8.45 | 10.27 |
| Utilities | 1.59 | 3.73 |
| Real Estate | 3.58 | 2.33 |
| Communication Services | 2.93 | 3.14 |
| Energy | - | 3.18 |
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