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) | ₹3688 Cr | ₹15146 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 | 0.66% | -5.41% |
| 6 Month | 4.53% | -1.38% |
| 1 Year | 4.07% | -7.58% |
| 3 Year | 16.76% | 23.82% |
| 5 Year | 17.43% | 22.89% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 2.17% | -2.26% |
| 1 Year | 16.18% | 10.81% |
| 3 Year | 15.91% | 19.96% |
| 5 Year | 14.93% | 21.11% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 12.19% | 24.46% |
| 3 Year | 13% | 26.13% |
| 5 Year | 14.24% | 27.9% |
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% | 18.47% |
| Sharp | 0.81% | 0.97% |
| Beta | 0.92% | 1.14% |
| Alpha | -0.68% | 4.81% |
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 | 12.39 | 15.53 |
| Large Cap | 37.95 | 27.56 |
| Mid Cap | 33.86 | 36.5 |
| Small Cap | 15.8 | 20.41 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 2.59 | 1.41 |
| Technology | 13.18 | 12.29 |
| Consumer Cyclical | 18.35 | 21.26 |
| Healthcare | 10.86 | 2.49 |
| Basic Materials | 1.61 | 2.44 |
| Financial Services | 30.45 | 25.73 |
| Consumer Defensive | 8.31 | - |
| Industrials | 6.33 | 28.69 |
| Utilities | 1.59 | 2.85 |
| Real Estate | 3.29 | 2.83 |
| Communication Services | 3.44 | - |
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