Franklin India Equity Advantage Fund vs Motilal Oswal Large and Midcap Fund compare
Franklin India Large & Mid Cap Fund - Growth Plan
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Fund | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3674 Cr | ₹15055 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 02 Mar 2005 | 17 Oct 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% | 70% |
| Expense Ratio | 2.02 | 1.73 |
| Manager | R Janakiraman | Rakesh Shetty |
| ISIN Code | INF090I01205 | INF247L01965 |
| 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 | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | -4.25% | -4.58% |
| 6 Month | -1.51% | -5.38% |
| 1 Year | 7.65% | 7.89% |
| 3 Year | 16.81% | 24.06% |
| 5 Year | 15.6% | 21.51% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | -4.84% | -10.17% |
| 1 Year | -1.94% | -11.03% |
| 3 Year | 10.28% | 11.54% |
| 5 Year | 12.07% | 16.74% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 12.13% | 23.39% |
| 3 Year | 13.04% | 26.03% |
| 5 Year | 14.31% | 27.47% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 11.77% | 13.45% |
| Sharp | 0.88% | 0.98% |
| Beta | 0.92% | 1.16% |
| Alpha | -0.59% | 3.1% |
Fund Managers
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Name | R Janakiraman | Rakesh Shetty |
| Total AUM | ₹50034 Cr | ₹33886 Cr |
| Funds Managed | 8 | 19 |
| Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 15.99 | 21.7 |
| Large Cap | 36.09 | 24.96 |
| Mid Cap | 33.03 | 37.46 |
| Small Cap | 14.88 | 15.88 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 3.65 | 1.17 |
| Technology | 12.41 | 10.55 |
| Consumer Cyclical | 18.91 | 21.8 |
| Financial Services | 31.02 | 29.21 |
| Healthcare | 13.24 | 3.41 |
| Real Estate | 3.16 | 3.1 |
| Basic Materials | 1.52 | 2.88 |
| Consumer Defensive | 8.05 | - |
| Industrials | 2.01 | 27.89 |
| Utilities | 2.4 | 0 |
| Communication Services | 3.63 | - |
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