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) | ₹3579 Cr | ₹8007 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 | -0.69% | 0.22% |
| 6 Month | 14.39% | 22.86% |
| 1 Year | 3.46% | 12.06% |
| 3 Year | 15.26% | 24.9% |
| 5 Year | 21.95% | 24.39% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 4.68% | 8.77% |
| 1 Year | 8.3% | 18.19% |
| 3 Year | 16.54% | 26.71% |
| 5 Year | 15.99% | 23% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 12.47% | 13.56% |
| 3 Year | 12.76% | 14.49% |
| 5 Year | 14.04% | 14.94% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 13.22% | 12.64% |
| Sharp | 0.75% | 1.29% |
| Beta | 0.95% | 0.99% |
| Alpha | 1.02% | 5.64% |
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 | 10 | 5.36 |
| Large Cap | 42.68 | 32.23 |
| Mid Cap | 31 | 43.5 |
| Small Cap | 16.32 | 18.9 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 1.89 | 1.93 |
| Energy | 0 | - |
| Technology | 11.23 | 5.78 |
| Consumer Cyclical | 20.13 | 20.4 |
| Healthcare | 9.82 | 19.28 |
| Basic Materials | 4.18 | 4.33 |
| Financial Services | 24.84 | 26.98 |
| Consumer Defensive | 9.72 | - |
| Industrials | 11.37 | 12.32 |
| Utilities | 1.33 | - |
| Real Estate | 3.32 | 7.26 |
| Communication Services | 2.17 | 1.71 |
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