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Franklin India Equity Advantage Fund vs SBI Large & MIDCap Fund compare

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tortoise-icon Franklin India Large & Mid Cap Fund - Growth Plan

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3529 Cr ₹34065 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 1.78% 3.01%
6 Month 10.84% 8.56%
1 Year 6.27% 8.51%
3 Year 17.03% 17.1%
5 Year 19.65% 22.48%

SIP Return Analysis

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month 1.98% 2.49%
1 Year 14.3% 14.14%
3 Year 16.01% 15.54%
5 Year 15.08% 16.64%

Rolling Lumpsum Returns

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 12.25% 13.77%
3 Year 12.94% 15.22%
5 Year 14.22% 15.14%

Risk Management

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation 13.21% 11.75%
Sharp 0.81% 0.91%
Beta 0.93% 0.81%
Alpha -0.39% 0.06%

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 11.06 5.75
Large Cap 40.51 37.79
Mid Cap 33.38 40.79
Small Cap 15.05 15.66

Sector Allocation

Scheme Name

Franklin India Large & Mid Cap Fund - Growth Plan

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 4.3 4.41
Technology 12.71 4.19
Consumer Cyclical 17.24 14.43
Healthcare 9.51 11.95
Basic Materials 2.03 17.26
Financial Services 27.89 24.87
Consumer Defensive 9.77 6.14
Industrials 8.45 9.66
Utilities 1.59 1.42
Real Estate 3.58 -
Communication Services 2.93 1.42
Energy - 4.26

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