Franklin India Equity Advantage Fund vs HSBC Large & Mid Cap Fund compare
Franklin India Large & Mid Cap Fund - Growth Plan
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Franklin India Large & Mid Cap Fund - Growth Plan | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3688 Cr | ₹4664 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Mar 2005 | 03 Apr 2019 |
| 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% | 68% |
| Expense Ratio | 2.02 | 1.91 |
| Manager | R Janakiraman | Cheenu Gupta |
| ISIN Code | INF090I01205 | INF336L01NY9 |
| 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 | HSBC Large & Midcap Fund - 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 | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.34% | -3.61% |
| 6 Month | 2.58% | 3.28% |
| 1 Year | 3.56% | -8% |
| 3 Year | 16.66% | 19.32% |
| 5 Year | 16.96% | 17.73% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.17% | 0.5% |
| 1 Year | 16.18% | 14.31% |
| 3 Year | 15.91% | 16.1% |
| 5 Year | 14.93% | 16.37% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.18% | 16.18% |
| 3 Year | 13.01% | 19.53% |
| 5 Year | 14.27% | 22.24% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.77% | 15.68% |
| Sharp | 0.81% | 0.82% |
| Beta | 0.92% | 1.01% |
| Alpha | -0.68% | 1.21% |
Fund Managers
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | R Janakiraman | Cheenu Gupta |
| Total AUM | ₹50034 Cr | ₹0 Cr |
| Funds Managed | 8 | 9 |
| Franklin India Large & Mid Cap Fund - Growth Plan | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 14.82 | 17.69 |
| Large Cap | 38.06 | 36.62 |
| Mid Cap | 32.44 | 30.91 |
| Small Cap | 14.69 | 14.79 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.01 | 1.87 |
| Technology | 13.57 | 9.04 |
| Consumer Cyclical | 19.13 | 17.52 |
| Healthcare | 12.61 | 8.95 |
| Basic Materials | 1.16 | 0.06 |
| Financial Services | 30.1 | 35.87 |
| Consumer Defensive | 7.87 | 1.44 |
| Industrials | 4.98 | 19.7 |
| Utilities | 1.52 | 0.07 |
| Real Estate | 2.47 | 0 |
| Communication Services | 3.59 | 3.93 |
| Energy | - | 1.54 |
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