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 | ₹14870 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 | -0.11% | -1.97% |
| 6 Month | 6.9% | 2.61% |
| 1 Year | 7.45% | 3.51% |
| 3 Year | 16.97% | 25.07% |
| 5 Year | 18.61% | 24.85% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 2.71% | 1.09% |
| 1 Year | 16.17% | 15.87% |
| 3 Year | 16.59% | 22.75% |
| 5 Year | 15.58% | 22.82% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 12.23% | 24.53% |
| 3 Year | 12.97% | 26.13% |
| 5 Year | 14.24% | 27.93% |
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% | 18.32% |
| Sharp | 0.87% | 1.08% |
| Beta | 0.93% | 1.14% |
| Alpha | -0.31% | 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 | 12.39 | 11.05 |
| Large Cap | 37.95 | 27.14 |
| Mid Cap | 33.86 | 39.56 |
| Small Cap | 15.8 | 22.25 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 3.33 | 0.67 |
| Technology | 13.18 | 14.57 |
| Consumer Cyclical | 18.35 | 21.89 |
| Healthcare | 10.12 | 3 |
| Basic Materials | 1.61 | 2.59 |
| Financial Services | 30.45 | 20.87 |
| Consumer Defensive | 8.31 | - |
| Industrials | 6.33 | 30.47 |
| Utilities | 1.59 | 2.93 |
| Real Estate | 3.29 | 3.01 |
| Communication Services | 3.44 | - |
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