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) | ₹3558 Cr | ₹8125 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 | 2.62% | 2.08% |
6 Month | 18.9% | 26.53% |
1 Year | 0.33% | 6.27% |
3 Year | 16.62% | 25.19% |
5 Year | 21.63% | 23.7% |
SIP Return Analysis
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 4.57% | 6.38% |
1 Year | 13.89% | 21.53% |
3 Year | 17.41% | 26.59% |
5 Year | 16.18% | 22.88% |
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 | 13.24% | 12.64% |
Sharp | 0.66% | 1.14% |
Beta | 0.96% | 1% |
Alpha | 1.84% | 5.8% |
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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