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) | ₹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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