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 | -0.13% | -1.93% |
| 6 Month | 4.04% | 0.92% |
| 1 Year | 4.24% | -0.99% |
| 3 Year | 16.58% | 15.4% |
| 5 Year | 17.55% | 18.95% |
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 | 13.17% | 13.93% |
| Sharp | 0.74% | 0.66% |
| Beta | 0.92% | 0.98% |
| Alpha | -0.87% | -2.17% |
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 | 12.39 | 6.34 |
| Large Cap | 37.95 | 40.09 |
| Mid Cap | 33.86 | 36.11 |
| Small Cap | 15.8 | 17.46 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.59 | 3.92 |
| Technology | 13.18 | 9.22 |
| Consumer Cyclical | 18.35 | 6.5 |
| Healthcare | 10.86 | 17.54 |
| Basic Materials | 1.61 | 6.64 |
| Financial Services | 30.45 | 30.39 |
| Consumer Defensive | 8.31 | 1.72 |
| Industrials | 6.33 | 13.84 |
| Utilities | 1.59 | 1.43 |
| Real Estate | 3.29 | 2.31 |
| Communication Services | 3.44 | 4.73 |
| Energy | - | 1.77 |
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