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) | ₹3529 Cr | ₹13778 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 | 3.96% | 2.42% |
| 6 Month | 9.98% | 17.83% |
| 1 Year | 7.74% | 7.42% |
| 3 Year | 17.59% | 27.5% |
| 5 Year | 22.03% | 28.53% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | -0.55% | 2.02% |
| 1 Year | 7.5% | 16.96% |
| 3 Year | 14.15% | 24.25% |
| 5 Year | 14.09% | 23.49% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 12.31% | 26.13% |
| 3 Year | 12.82% | 26.08% |
| 5 Year | 14.14% | 27.91% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.21% | 18.32% |
| Sharp | 0.81% | 1.08% |
| Beta | 0.93% | 1.14% |
| Alpha | -0.39% | 6.11% |
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 | 11.06 | 10.93 |
| Large Cap | 40.51 | 27.98 |
| Mid Cap | 33.38 | 39.3 |
| Small Cap | 15.05 | 21.79 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 4.3 | 1.03 |
| Technology | 12.71 | 14.28 |
| Consumer Cyclical | 17.24 | 22.91 |
| Healthcare | 9.51 | 2.88 |
| Basic Materials | 2.03 | 2.45 |
| Financial Services | 27.89 | 19.51 |
| Consumer Defensive | 9.77 | - |
| Industrials | 8.45 | 30.82 |
| Utilities | 1.59 | 3.41 |
| Real Estate | 3.58 | 2.71 |
| Communication Services | 2.93 | - |
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