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) | ₹3558 Cr | ₹12628 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% | 6.75% |
6 Month | 18.46% | 28.88% |
1 Year | 0.42% | 4.07% |
3 Year | 16.74% | 27.97% |
5 Year | 21.79% | 28.77% |
SIP Return Analysis
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 4.57% | 7.58% |
1 Year | 13.89% | 18.22% |
3 Year | 17.41% | 26.52% |
5 Year | 16.18% | 24.83% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 12.47% | 26.99% |
3 Year | 12.76% | 25.97% |
5 Year | 14.04% | 27.36% |
Risk Management
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 13.24% | 18.35% |
Sharp | 0.66% | 1.00% |
Beta | 0.96% | 1.09% |
Alpha | 1.84% | 10.37% |
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 | 10.99 | 10.83 |
Large Cap | 41.79 | 28.29 |
Mid Cap | 31.89 | 38.91 |
Small Cap | 15.32 | 21.97 |
Sector Allocation
Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 3.47 | 0.93 |
Technology | 12.8 | 12.75 |
Consumer Cyclical | 18.33 | 21.73 |
Healthcare | 9.79 | 2.99 |
Basic Materials | 2.13 | 2.19 |
Financial Services | 24.73 | 18.33 |
Consumer Defensive | 10.27 | - |
Industrials | 10.52 | 34.2 |
Utilities | 1.52 | 3.71 |
Real Estate | 3.42 | 3.16 |
Communication Services | 3.01 | - |
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