Franklin India Equity Advantage Fund vs LIC MF Large & Mid Cap Fund compare
Franklin India Large & Mid Cap Fund - Growth Plan
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Franklin India Large & Mid Cap Fund - Growth Plan | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹3688 Cr | ₹3141 Cr | ₹3141 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 02 Mar 2005 | 25 Feb 2015 | 25 Feb 2015 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 72.19% | % | 46% |
| Expense Ratio | 2.02 | 1.9 | 1.9 |
| Manager | R Janakiraman | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF090I01205 | INF767K01NB5 | INF767K01NB5 |
| 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -1.34% | -1.82% | -1.82% |
| 6 Month | 2.58% | -0.85% | -0.85% |
| 1 Year | 3.56% | -3.18% | -3.18% |
| 3 Year | 16.66% | 16.18% | 16.18% |
| 5 Year | 16.96% | 16.11% | 16.11% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 2.17% | 0.03% | 0.03% |
| 1 Year | 16.18% | 7.93% | 7.93% |
| 3 Year | 15.91% | 14.04% | 14.04% |
| 5 Year | 14.93% | 14.27% | 14.27% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 12.19% | 12.57% | 12.57% |
| 3 Year | 13% | 15.38% | 15.38% |
| 5 Year | 14.24% | 15.43% | 15.43% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 11.77% | 12.59% | 12.59% |
| Sharp | 0.81% | 0.71% | 0.71% |
| Beta | 0.92% | 1.04% | 1.04% |
| Alpha | -0.68% | -2.24% | -2.24% |
Fund Managers
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | R Janakiraman | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹50034 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 8 | 7 | 7 |
| Franklin India Large & Mid Cap Fund - Growth Plan | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 14.82 | 6.27 | 6.27 |
| Large Cap | 38.06 | 40.88 | 40.88 |
| Mid Cap | 32.44 | 35.54 | 35.54 |
| Small Cap | 14.69 | 17.32 | 17.32 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 3.01 | 2.86 | 2.86 |
| Technology | 13.57 | 7.11 | 7.11 |
| Consumer Cyclical | 19.13 | 15.95 | 15.95 |
| Healthcare | 12.61 | 6.83 | 6.83 |
| Basic Materials | 1.16 | 8.39 | 8.39 |
| Financial Services | 30.1 | 24.82 | 24.82 |
| Consumer Defensive | 7.87 | 6.44 | 6.44 |
| Industrials | 4.98 | 19.32 | 19.32 |
| Utilities | 1.52 | 2.28 | 2.28 |
| Real Estate | 2.47 | 1.46 | 1.46 |
| Communication Services | 3.59 | 2.42 | 2.42 |
| Energy | - | 2.12 | 2.12 |
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