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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) | ₹3688 Cr | ₹37045 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 | -0.13% | 0.06% |
| 6 Month | 4.04% | 5.93% |
| 1 Year | 4.24% | 5.7% |
| 3 Year | 16.58% | 16.47% |
| 5 Year | 17.55% | 20.03% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.17% | 2.17% |
| 1 Year | 16.18% | 15.76% |
| 3 Year | 15.91% | 15.47% |
| 5 Year | 14.93% | 16.43% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 12.19% | 13.65% |
| 3 Year | 13% | 15.26% |
| 5 Year | 14.24% | 15.16% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.17% | 11.30% |
| Sharp | 0.74% | 0.86% |
| Beta | 0.92% | 0.81% |
| Alpha | -0.87% | 0.42% |
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 | 12.39 | 6.03 |
| Large Cap | 37.95 | 38.05 |
| Mid Cap | 33.86 | 40.72 |
| Small Cap | 15.8 | 15.2 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 2.59 | 3.8 |
| Technology | 13.18 | 4.94 |
| Consumer Cyclical | 18.35 | 13.97 |
| Healthcare | 10.86 | 11.94 |
| Basic Materials | 1.61 | 17.12 |
| Financial Services | 30.45 | 24.85 |
| Consumer Defensive | 8.31 | 6.55 |
| Industrials | 6.33 | 9.49 |
| Utilities | 1.59 | 1.47 |
| Real Estate | 3.29 | - |
| Communication Services | 3.44 | 1.45 |
| Energy | - | 4.43 |
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