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) | ₹3558 Cr | ₹26158 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 | 3.04% | 2.81% |
6 Month | 17.4% | 16.58% |
1 Year | -0.27% | -2.32% |
3 Year | 15.44% | 19.37% |
5 Year | 22.25% | 25.64% |
SIP Return Analysis
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | 4.57% | 4.07% |
1 Year | 13.89% | 12.32% |
3 Year | 17.41% | 18.23% |
5 Year | 16.18% | 19.9% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 12.47% | 13.53% |
3 Year | 12.76% | 11.24% |
5 Year | 14.04% | 11.53% |
Risk Management
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 13.24% | 14.05% |
Sharp | 0.66% | 0.85% |
Beta | 0.96% | 1.03% |
Alpha | 1.84% | 4.53% |
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 | 3.57 |
Large Cap | 42.68 | 44.13 |
Mid Cap | 31 | 38.11 |
Small Cap | 16.32 | 14.19 |
Sector Allocation
Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 1.89 | 0.65 |
Energy | 0 | 3.12 |
Technology | 11.23 | 9.6 |
Consumer Cyclical | 20.13 | 13.7 |
Healthcare | 9.82 | 12.95 |
Basic Materials | 4.18 | 6.59 |
Financial Services | 24.84 | 30.65 |
Consumer Defensive | 9.72 | 2.6 |
Industrials | 11.37 | 10.83 |
Utilities | 1.33 | 3.7 |
Real Estate | 3.32 | 2.4 |
Communication Services | 2.17 | 3.21 |
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