Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹3558 Cr ₹33248 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 2.62% 2.58%
6 Month 18.9% 16.12%
1 Year 0.33% 1.6%
3 Year 16.62% 17.42%
5 Year 21.63% 23.41%

SIP Return Analysis

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month 4.57% 4.44%
1 Year 13.89% 13.4%
3 Year 17.41% 16.71%
5 Year 16.18% 17.79%

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 13.24% 11.75%
Sharp 0.66% 0.92%
Beta 0.96% 0.79%
Alpha 1.84% 1.68%

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 6.44
Large Cap 42.68 38.72
Mid Cap 31 38.49
Small Cap 16.32 16.35

Sector Allocation

Scheme Name

Franklin India Large & Mid Cap Fund - Growth Plan

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 1.89 4.99
Energy 0 3.17
Technology 11.23 4.37
Consumer Cyclical 20.13 13.56
Healthcare 9.82 11.81
Basic Materials 4.18 16.87
Financial Services 24.84 27.34
Consumer Defensive 9.72 5.83
Industrials 11.37 9.35
Utilities 1.33 1.56
Real Estate 3.32 -
Communication Services 2.17 1.16

Top Comparisons

Kotak Low Duration Fund- Regular Plan-Growth Option Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns6.97%

VS

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns7.12%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns23.13%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns13.14%

Compare Now

ITI Large Cap Fund Regular - Growth ITI Large Cap Fund Regular - Growth

3Y Returns14.22%

VS

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns13.87%

Compare Now

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now
Add to Cart Successfully