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 | -2.89% | -0.27% |
6 Month | 9.3% | 10.33% |
1 Year | 2.2% | 3.41% |
3 Year | 16.62% | 19.42% |
5 Year | 23.06% | 24.87% |
SIP Return Analysis
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | 6.65% | 6.6% |
1 Year | 10.46% | 11.27% |
3 Year | 18.38% | 17.98% |
5 Year | 17.37% | 19.17% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 12.6% | 14.46% |
3 Year | 12.63% | 14.87% |
5 Year | 13.9% | 14.98% |
Risk Management
Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 13.74% | 11.75% |
Sharp | 1.01% | 1.34% |
Beta | 0.95% | 0.81% |
Alpha | 1.07% | 1.71% |
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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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