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) | ₹3491 Cr | ₹7274 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 | 0.65% | 0.87% |
6 Month | 7.25% | 9.19% |
1 Year | 6.96% | 12.44% |
3 Year | 18.55% | 28.08% |
5 Year | 23.83% | 25.4% |
SIP Return Analysis
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 11.76% | 13.34% |
1 Year | 16.78% | 21.5% |
3 Year | 19.89% | 28.37% |
5 Year | 18.41% | 24% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 12.6% | 13.54% |
3 Year | 12.63% | 14.39% |
5 Year | 13.9% | 14.88% |
Risk Management
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 13.74% | 12.64% |
Sharp | 1.01% | 1.49% |
Beta | 0.95% | 0.98% |
Alpha | 1.07% | 4.92% |
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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 | 7.36 | 6.51 |
Large Cap | 43.67 | 33.25 |
Mid Cap | 33.7 | 41.24 |
Small Cap | 15.27 | 19 |
Sector Allocation
Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 3.44 | 0.59 |
Energy | 3.11 | - |
Consumer Cyclical | 20.61 | 20.35 |
Financial Services | 23.75 | 28.9 |
Healthcare | 9.84 | 14.87 |
Basic Materials | 4.79 | 4.92 |
Technology | 10 | 8.24 |
Consumer Defensive | 8.59 | - |
Industrials | 10.86 | 12.9 |
Utilities | 1.35 | - |
Real Estate | 3.67 | 7.41 |
Communication Services | - | 1.83 |
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