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) | ₹3529 Cr | ₹3047 Cr | ₹3047 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| 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 | 3.96% | 2.57% | 2.57% |
| 6 Month | 9.98% | 8.23% | 8.23% |
| 1 Year | 7.74% | 1.85% | 1.85% |
| 3 Year | 17.59% | 16.43% | 16.43% |
| 5 Year | 22.03% | 20.11% | 20.11% |
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 | -0.59% | -0.47% | -0.47% |
| 1 Year | 7.79% | 5.24% | 5.24% |
| 3 Year | 14.07% | 14.33% | 14.33% |
| 5 Year | 14.13% | 14.64% | 14.64% |
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 | 12.31% | 12.96% | 12.96% |
| 3 Year | 12.82% | 15.22% | 15.22% |
| 5 Year | 14.14% | 15.28% | 15.28% |
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 | 13.21% | 14.92% | 14.92% |
| Sharp | 0.81% | 0.66% | 0.66% |
| Beta | 0.93% | 1.04% | 1.04% |
| Alpha | -0.39% | -2.46% | -2.46% |
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 | 11.06 | 5.13 | 5.13 |
| Large Cap | 40.51 | 42.53 | 42.53 |
| Mid Cap | 33.38 | 33.94 | 33.94 |
| Small Cap | 15.05 | 18.41 | 18.41 |
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 | 4.3 | 3.13 | 3.13 |
| Technology | 12.71 | 6.23 | 6.23 |
| Consumer Cyclical | 17.24 | 15.37 | 15.37 |
| Healthcare | 9.51 | 7.27 | 7.27 |
| Basic Materials | 2.03 | 9.04 | 9.04 |
| Financial Services | 27.89 | 24.15 | 24.15 |
| Consumer Defensive | 9.77 | 6.41 | 6.41 |
| Industrials | 8.45 | 20.3 | 20.3 |
| Utilities | 1.59 | 2.49 | 2.49 |
| Real Estate | 3.58 | 1.36 | 1.36 |
| Communication Services | 2.93 | 2.35 | 2.35 |
| Energy | - | 1.9 | 1.9 |
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