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) | ₹3703 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 | -2.23% | -2.79% |
| 6 Month | -0.56% | -4.49% |
| 1 Year | 9.56% | 1.85% |
| 3 Year | 17.03% | 23.69% |
| 5 Year | 14.91% | 21.04% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 0.19% | -4.03% |
| 1 Year | 9.12% | 3.98% |
| 3 Year | 13.26% | 16.25% |
| 5 Year | 13.53% | 19.14% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 12.16% | 23.64% |
| 3 Year | 13.04% | 26.07% |
| 5 Year | 14.29% | 27.5% |
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 | 14.82 | 21.7 |
| Large Cap | 38.06 | 24.96 |
| Mid Cap | 32.44 | 37.46 |
| Small Cap | 14.69 | 15.88 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 3.01 | 1.17 |
| Technology | 13.57 | 10.55 |
| Consumer Cyclical | 19.13 | 21.8 |
| Healthcare | 12.61 | 3.41 |
| Basic Materials | 1.16 | 2.88 |
| Financial Services | 30.1 | 29.21 |
| Consumer Defensive | 7.87 | - |
| Industrials | 4.98 | 27.89 |
| Utilities | 1.52 | 0 |
| Real Estate | 2.47 | 3.1 |
| Communication Services | 3.59 | - |
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