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) | ₹3579 Cr | ₹4314 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 | -2.19% | -0.37% |
6 Month | 12.94% | 14.31% |
1 Year | 4.5% | -0.41% |
3 Year | 15.58% | 19.02% |
5 Year | 22.04% | 22.4% |
SIP Return Analysis
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 4.68% | 6.46% |
1 Year | 8.3% | 4.66% |
3 Year | 16.54% | 18.05% |
5 Year | 15.99% | 17.77% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 12.47% | 18.59% |
3 Year | 12.76% | 19.45% |
5 Year | 14.04% | 22.51% |
Risk Management
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.22% | 15.88% |
Sharp | 0.75% | 0.82% |
Beta | 0.95% | 0.97% |
Alpha | 1.02% | 3.94% |
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 | 10 | 7.39 |
Large Cap | 42.68 | 44.12 |
Mid Cap | 31 | 38.64 |
Small Cap | 16.32 | 9.84 |
Sector Allocation
Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.89 | 1.95 |
Energy | 0 | 0.02 |
Technology | 11.23 | 8.33 |
Consumer Cyclical | 20.13 | 18.57 |
Healthcare | 9.82 | 9.39 |
Basic Materials | 4.18 | 2.13 |
Financial Services | 24.84 | 30.09 |
Consumer Defensive | 9.72 | 1.71 |
Industrials | 11.37 | 22.34 |
Utilities | 1.33 | 2 |
Real Estate | 3.32 | 0.09 |
Communication Services | 2.17 | 3.38 |
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