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) | ₹3684 Cr | ₹26849 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 | -2.89% | -1.6% |
6 Month | 9.3% | 9.76% |
1 Year | 2.2% | -0.61% |
3 Year | 16.62% | 21.67% |
5 Year | 23.06% | 27.1% |
SIP Return Analysis
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | 6.65% | 6.34% |
1 Year | 10.46% | 8.64% |
3 Year | 18.38% | 19.83% |
5 Year | 17.37% | 21.45% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 12.6% | 13.8% |
3 Year | 12.63% | 11.12% |
5 Year | 13.9% | 11.46% |
Risk Management
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 13.74% | 14.53% |
Sharp | 1.01% | 1.25% |
Beta | 0.95% | 1.01% |
Alpha | 1.07% | 4.47% |
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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 | 10.35 | 4.83 |
Large Cap | 43.53 | 45.07 |
Mid Cap | 32.04 | 35.53 |
Small Cap | 14.08 | 14.56 |
Sector Allocation
Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 4.56 | 1.78 |
Energy | 2 | 3.2 |
Consumer Cyclical | 21.38 | 12.95 |
Financial Services | 20.71 | 31.13 |
Healthcare | 10.23 | 12.12 |
Basic Materials | 5.1 | 6.4 |
Technology | 9.59 | 9.69 |
Consumer Defensive | 8.37 | 2.5 |
Industrials | 11.87 | 11.12 |
Utilities | 1.32 | 3.78 |
Real Estate | 3.57 | 2.01 |
Communication Services | 1.31 | 3.31 |
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