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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) | ₹3684 Cr | ₹33031 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 | -4.12% | -3.65% |
| 6 Month | 5.95% | 5.12% |
| 1 Year | 3.48% | 3.73% |
| 3 Year | 15.13% | 17.49% |
| 5 Year | 22.38% | 23.61% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 4.99% | 4.44% |
| 1 Year | 5.75% | 5.84% |
| 3 Year | 15.71% | 15.18% |
| 5 Year | 15.55% | 17.28% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 12.47% | 14.21% |
| 3 Year | 12.76% | 15% |
| 5 Year | 14.04% | 15.04% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.22% | 11.75% |
| Sharp | 0.75% | 1.34% |
| Beta | 0.95% | 0.81% |
| Alpha | 1.07% | 1.71% |
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 | 10.35 | 5.9 |
| Large Cap | 43.53 | 41.23 |
| Mid Cap | 32.04 | 37.08 |
| Small Cap | 14.08 | 15.79 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 4.56 | 4.4 |
| Energy | 2 | 3.45 |
| Consumer Cyclical | 21.38 | 13.35 |
| Financial Services | 20.71 | 28.71 |
| Healthcare | 10.23 | 10.28 |
| Basic Materials | 5.1 | 16.52 |
| Technology | 9.59 | 4.72 |
| Consumer Defensive | 8.37 | 5.41 |
| Industrials | 11.87 | 9.61 |
| Utilities | 1.32 | 1.76 |
| Real Estate | 3.57 | - |
| Communication Services | 1.31 | 1.79 |
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