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 | ₹2796 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 | -0.38% | -3.33% |
| 6 Month | 2.47% | -0.03% |
| 1 Year | 2.77% | -1.61% |
| 3 Year | 16.8% | 15.37% |
| 5 Year | 16.99% | 18.48% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.17% | 0.15% |
| 1 Year | 16.18% | 10.4% |
| 3 Year | 15.91% | 11.92% |
| 5 Year | 14.93% | 13.94% |
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 | 14.82 | 4.51 |
| Large Cap | 38.06 | 44.14 |
| Mid Cap | 32.44 | 36.75 |
| Small Cap | 14.69 | 14.6 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.01 | 2.92 |
| Technology | 13.57 | 11.01 |
| Consumer Cyclical | 19.13 | 6.17 |
| Healthcare | 12.61 | 17.69 |
| Basic Materials | 1.16 | 6.4 |
| Financial Services | 30.1 | 28.06 |
| Consumer Defensive | 7.87 | 1.81 |
| Industrials | 4.98 | 13.67 |
| Utilities | 1.52 | 1.75 |
| Real Estate | 2.47 | 2.2 |
| Communication Services | 3.59 | 5.03 |
| Energy | - | 3.29 |
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