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) | ₹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 |
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