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) | ₹3529 Cr | ₹8441 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 | 2.41% | 1.76% |
| 6 Month | 9.49% | 12.48% |
| 1 Year | 6.38% | 12.14% |
| 3 Year | 18.07% | 25.47% |
| 5 Year | 21.33% | 23.58% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.8% | 3.47% |
| 1 Year | 15.79% | 21.91% |
| 3 Year | 17.55% | 26.05% |
| 5 Year | 16.21% | 22.78% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 12.31% | 13.51% |
| 3 Year | 12.82% | 14.64% |
| 5 Year | 14.14% | 14.97% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 13.08% | 14.68% |
| Sharp | 0.72% | 1.13% |
| Beta | 0.96% | 1.02% |
| Alpha | 0.94% | 7.49% |
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 | 11.06 | 6.09 |
| Large Cap | 40.51 | 31.11 |
| Mid Cap | 33.38 | 42.59 |
| Small Cap | 15.05 | 20.21 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 4.3 | 0.2 |
| Technology | 12.71 | 7.94 |
| Consumer Cyclical | 17.24 | 20.78 |
| Healthcare | 9.51 | 19.65 |
| Basic Materials | 2.03 | 3.81 |
| Financial Services | 27.89 | 27.61 |
| Consumer Defensive | 9.77 | - |
| Industrials | 8.45 | 11.78 |
| Utilities | 1.59 | - |
| Real Estate | 3.58 | 6.65 |
| Communication Services | 2.93 | 1.58 |
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