Franklin India Equity Advantage Fund vs HDFC Large and Mid Cap Fund compare

Franklin India Equity Advantage Fund vs HDFC Large and Mid Cap Fund compare

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Franklin India Large & Mid Cap Fund - Growth Plan

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HDFC Large and Mid Cap 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 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)	₹3688 Cr	₹28892 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	-1.34%	-1.86%
6 Month	2.58%	2.31%
1 Year	3.56%	2.6%
3 Year	16.66%	19.15%
5 Year	16.96%	21.71%

SIP Return Analysis

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	HDFC Large and Mid Cap Fund - Growth Option
6 Month	2.17%	1.12%
1 Year	16.18%	13.75%
3 Year	15.91%	15.75%
5 Year	14.93%	17.91%

Rolling Lumpsum Returns

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	HDFC Large and Mid Cap Fund - Growth Option
1 Year	12.19%	13.19%
3 Year	13%	13.1%
5 Year	14.24%	12.3%

Risk Management

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation	11.77%	13.88%
Sharp	0.81%	0.89%
Beta	0.92%	1.01%
Alpha	-0.68%	0.81%

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	14.82	5.09
Large Cap	38.06	44.28
Mid Cap	32.44	38.78
Small Cap	14.69	11.85

Sector Allocation

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	HDFC Large and Mid Cap Fund - Growth Option
Others	3.01	1.02
Technology	13.57	10.31
Consumer Cyclical	19.13	13.6
Healthcare	12.61	12.4
Basic Materials	1.16	6.59
Financial Services	30.1	31.25
Consumer Defensive	7.87	2.91
Industrials	4.98	9.8
Utilities	1.52	3.4
Real Estate	2.47	2.34
Communication Services	3.59	3.22
Energy	-	3.16

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