Franklin India Equity Advantage Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
Franklin India Large & Mid Cap Fund - Growth Plan
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Fund | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3703 Cr | ₹9406 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Mar 2005 | 09 Aug 2007 |
| 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% | 73% |
| Expense Ratio | 2.02 | 1.8 |
| Manager | R Janakiraman | Aditya Khemani |
| ISIN Code | INF090I01205 | INF205K01247 |
| 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 | Invesco India Large & Mid Cap 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 | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Month | 0.47% | -1.24% |
| 6 Month | 2.34% | 1.4% |
| 1 Year | 7.89% | 4.65% |
| 3 Year | 18.54% | 24.9% |
| 5 Year | 17.49% | 20.11% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 0.91% | -2.24% |
| 1 Year | 12.56% | 10.56% |
| 3 Year | 15.59% | 21.17% |
| 5 Year | 15.05% | 20.32% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 12.18% | 13.35% |
| 3 Year | 13.01% | 14.8% |
| 5 Year | 14.27% | 15.04% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 11.77% | 12.64% |
| Sharp | 0.81% | 1.15% |
| Beta | 0.92% | 1% |
| Alpha | -0.68% | 4.66% |
Fund Managers
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Name | R Janakiraman | Aditya Khemani |
| Total AUM | ₹50034 Cr | ₹12070 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 14.82 | 7.94 |
| Large Cap | 38.06 | 29.32 |
| Mid Cap | 32.44 | 42.57 |
| Small Cap | 14.69 | 20.16 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 3.01 | 1.5 |
| Technology | 13.57 | 6.01 |
| Consumer Cyclical | 19.13 | 20.42 |
| Healthcare | 12.61 | 18.7 |
| Basic Materials | 1.16 | 3.15 |
| Financial Services | 30.1 | 30.26 |
| Consumer Defensive | 7.87 | - |
| Industrials | 4.98 | 11.16 |
| Utilities | 1.52 | - |
| Real Estate | 2.47 | 7.19 |
| Communication Services | 3.59 | 1.61 |
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