Franklin India Equity Advantage Fund vs SBI Large & MIDCap Fund compare
Franklin India Large & Mid Cap Fund - Growth Plan
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Fund | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3674 Cr | ₹37443 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Mar 2005 | 25 May 2005 |
| 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% | 25% |
| Expense Ratio | 2.02 | 1.6 |
| Manager | R Janakiraman | Pradeep Kesavan |
| ISIN Code | INF090I01205 | INF200K01305 |
| 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 | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | -3.95% | -0.33% |
| 6 Month | -1.3% | 3.02% |
| 1 Year | 7.61% | 13.46% |
| 3 Year | 16.79% | 18.68% |
| 5 Year | 15.6% | 19.25% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | -4.84% | 0.63% |
| 1 Year | -1.94% | 9.34% |
| 3 Year | 10.28% | 13.71% |
| 5 Year | 12.07% | 15.65% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 12.13% | 13.51% |
| 3 Year | 13.04% | 15.33% |
| 5 Year | 14.31% | 15.2% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 11.77% | 11.75% |
| Sharp | 0.88% | 1.06% |
| Beta | 0.92% | 0.8% |
| Alpha | -0.59% | 1.23% |
Fund Managers
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Name | R Janakiraman | Pradeep Kesavan |
| Total AUM | ₹50034 Cr | ₹434274 Cr |
| Funds Managed | 8 | 43 |
| Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 15.99 | 11.5 |
| Large Cap | 36.09 | 34.42 |
| Mid Cap | 33.03 | 40.51 |
| Small Cap | 14.88 | 13.57 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 3.65 | 5.93 |
| Technology | 12.41 | 4.99 |
| Consumer Cyclical | 18.91 | 15.35 |
| Financial Services | 31.02 | 21.46 |
| Healthcare | 13.24 | 12.12 |
| Real Estate | 3.16 | - |
| Basic Materials | 1.52 | 16.06 |
| Consumer Defensive | 8.05 | 6.91 |
| Industrials | 2.01 | 9.41 |
| Utilities | 2.4 | 1.77 |
| Communication Services | 3.63 | 1.58 |
| Energy | - | 4.43 |
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