Franklin India Equity Advantage Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Franklin India Large & Mid Cap Fund - Growth Plan
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3688 Cr | ₹2784 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Mar 2005 | 31 Dec 2019 |
| 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% | 119% |
| Expense Ratio | 2.02 | 1.94 |
| Manager | R Janakiraman | Abhinav Khandelwal |
| ISIN Code | INF090I01205 | INF174V01911 |
| 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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - 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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.39% | -0.84% |
| 6 Month | 4.7% | 2.29% |
| 1 Year | 4.16% | -0.18% |
| 3 Year | 16.14% | 15.07% |
| 5 Year | 17.8% | 19.37% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.79% | 1.49% |
| 1 Year | 16.26% | 11.97% |
| 3 Year | 16.04% | 12.49% |
| 5 Year | 15.1% | 14.33% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.19% | 20.65% |
| 3 Year | 13% | 21.44% |
| 5 Year | 14.24% | 22.21% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.77% | 13.32% |
| Sharp | 0.81% | 0.72% |
| Beta | 0.92% | 0.98% |
| Alpha | -0.68% | -2.06% |
Fund Managers
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | R Janakiraman | Abhinav Khandelwal |
| Total AUM | ₹50034 Cr | ₹5522 Cr |
| Funds Managed | 8 | 5 |
| Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.51 | 3.92 |
| Large Cap | 39.25 | 38.26 |
| Mid Cap | 36.56 | 42.13 |
| Small Cap | 20.68 | 15.69 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.51 | 3.92 |
| IT - Software | 10.99 | 6.94 |
| Retailing | 12.5 | 0.87 |
| Healthcare Services | 2.96 | 4.13 |
| Non - Ferrous Metals | 0.4 | - |
| Banks | 14.96 | 19.49 |
| Pharmaceuticals & Biotechnology | 4.53 | 13.43 |
| Auto Components | 3.23 | 3.6 |
| Automobiles | 3.72 | 3.13 |
| IT - Services | 2.63 | - |
| Personal Products | 3.42 | 1.72 |
| Insurance | 4.41 | 1.41 |
| Agricultural Food & other Products | 1.98 | - |
| Agricultural, Commercial & Construction Vehicles | 0.72 | - |
| Capital Markets | 4.33 | 4.16 |
| Power | 1.59 | 1.43 |
| Industrial Products | 5.32 | 3.44 |
| Consumer Durables | 1.68 | 2.27 |
| Financial Technology (Fintech) | 1.92 | - |
| Realty | 3.29 | 3.3 |
| Transport Services | 1.95 | 1.1 |
| Beverages | 1.84 | - |
| Finance | 6.14 | 5.33 |
| Food Products | 1.07 | - |
| Industrial Manufacturing | 0.91 | 2.27 |
| Petroleum Products | - | 1.09 |
| Ferrous Metals | - | 2.27 |
| Aerospace & Defense | - | 1.78 |
| Telecom - Services | - | 4.73 |
| Electrical Equipment | - | 1.19 |
| Chemicals & Petrochemicals | - | 2.55 |
| Leisure Services | - | 0.94 |
| Cement & Cement Products | - | 2.35 |
| Consumable Fuels | - | 0.68 |
| Fertilizers & Agrochemicals | - | 0.48 |
Top Comparisons
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns12.11%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.57%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.87%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns11.04%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.77%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.92%
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.35%