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) | ₹3529 Cr | ₹2647 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 | 2.52% | 2.51% |
| 6 Month | 7.69% | 7.3% |
| 1 Year | 7.76% | 7.32% |
| 3 Year | 17.29% | 16.42% |
| 5 Year | 19.9% | 21.16% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.98% | 2.26% |
| 1 Year | 14.3% | 13.16% |
| 3 Year | 16.01% | 13.55% |
| 5 Year | 15.08% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.25% | 20.98% |
| 3 Year | 12.94% | 21.6% |
| 5 Year | 14.22% | 22.39% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.21% | 13.32% |
| Sharp | 0.81% | 0.74% |
| Beta | 0.93% | 0.98% |
| Alpha | -0.39% | -2.18% |
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 | 11.06 | 5 |
| Large Cap | 40.51 | 40.96 |
| Mid Cap | 33.38 | 36.73 |
| Small Cap | 15.05 | 17.31 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.3 | 2.39 |
| Technology | 12.71 | 11.14 |
| Consumer Cyclical | 17.24 | 7.46 |
| Healthcare | 9.51 | 15.25 |
| Basic Materials | 2.03 | 7.77 |
| Financial Services | 27.89 | 27.67 |
| Consumer Defensive | 9.77 | 1.82 |
| Industrials | 8.45 | 15.6 |
| Utilities | 1.59 | 1.43 |
| Real Estate | 3.58 | 2.25 |
| Communication Services | 2.93 | 4.95 |
| Energy | - | 2.29 |
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