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) | ₹3688 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 | -0.13% | -0.93% |
| 6 Month | 4.04% | 3.33% |
| 1 Year | 4.24% | 3.5% |
| 3 Year | 16.58% | 22.98% |
| 5 Year | 17.55% | 20.67% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.17% | -0.52% |
| 1 Year | 16.18% | 15.77% |
| 3 Year | 15.91% | 21.96% |
| 5 Year | 14.93% | 20.49% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 12.19% | 13.39% |
| 3 Year | 13% | 14.76% |
| 5 Year | 14.24% | 15.03% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 13.17% | 14.70% |
| Sharp | 0.74% | 1.10% |
| Beta | 0.92% | 1.00% |
| Alpha | -0.87% | 4.57% |
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 | 12.39 | 6.93 |
| Large Cap | 37.95 | 30.32 |
| Mid Cap | 33.86 | 41.98 |
| Small Cap | 15.8 | 20.77 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 2.59 | 0.73 |
| Technology | 13.18 | 6.17 |
| Consumer Cyclical | 18.35 | 20.27 |
| Healthcare | 10.86 | 19.25 |
| Basic Materials | 1.61 | 3.45 |
| Financial Services | 30.45 | 29.75 |
| Consumer Defensive | 8.31 | - |
| Industrials | 6.33 | 11.1 |
| Utilities | 1.59 | - |
| Real Estate | 3.29 | 7.65 |
| Communication Services | 3.44 | 1.65 |
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