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) | ₹3558 Cr | ₹3013 Cr | ₹3013 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 | 2.04% | 2.23% | 2.23% |
6 Month | 18.23% | 14.22% | 14.22% |
1 Year | -0.42% | -4.02% | -4.02% |
3 Year | 15.48% | 14.91% | 14.91% |
5 Year | 21.64% | 19.81% | 19.81% |
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 | 4.57% | 2.69% | 2.69% |
1 Year | 13.89% | 7.26% | 7.26% |
3 Year | 17.41% | 16.78% | 16.78% |
5 Year | 16.18% | 16.1% | 16.1% |
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 | 12.47% | 13.18% | 13.18% |
3 Year | 12.76% | 15.19% | 15.19% |
5 Year | 14.04% | 15.17% | 15.17% |
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 | 13.24% | 14.91% | 14.91% |
Sharp | 0.66% | 0.56% | 0.56% |
Beta | 0.96% | 1.00% | 1.00% |
Alpha | 1.84% | 1.09% | 1.09% |
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 | 10 | 4.14 | 4.14 |
Large Cap | 42.68 | 40.93 | 40.93 |
Mid Cap | 31 | 35.49 | 35.49 |
Small Cap | 16.32 | 19.44 | 19.44 |
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 | 1.89 | 2.42 | 2.42 |
Energy | 0 | 1.9 | 1.9 |
Technology | 11.23 | 6.11 | 6.11 |
Consumer Cyclical | 20.13 | 15.27 | 15.27 |
Healthcare | 9.82 | 7.32 | 7.32 |
Basic Materials | 4.18 | 7.85 | 7.85 |
Financial Services | 24.84 | 25.01 | 25.01 |
Consumer Defensive | 9.72 | 5.42 | 5.42 |
Industrials | 11.37 | 22.71 | 22.71 |
Utilities | 1.33 | 2.57 | 2.57 |
Real Estate | 3.32 | 1.44 | 1.44 |
Communication Services | 2.17 | 1.99 | 1.99 |
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