Franklin India Prima Fund vs HDFC Mid compare
Franklin India Mid Cap Fund - Growth
HDFC Mid-Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Fund | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹12213 Cr | ₹84855 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Dec 1993 | 25 Jun 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 26.03% | 14.6% |
| Expense Ratio | 1.79 | 1.39 |
| Manager | R Janakiraman | Dhruv Muchhal |
| ISIN Code | INF090I01809 | INF179K01CR2 |
| Exits Load | Franklin India Prima Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | 4.01% | 4.48% |
| 6 Month | 9.71% | 14.17% |
| 1 Year | 3.98% | 8.49% |
| 3 Year | 21.76% | 25.59% |
| 5 Year | 24.01% | 29.75% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.9% | 4.92% |
| 1 Year | 12.55% | 19.68% |
| 3 Year | 19.92% | 22.37% |
| 5 Year | 19.59% | 23.89% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 16.38% | 14.73% |
| 3 Year | 18.24% | 20.43% |
| 5 Year | 19.39% | 19.73% |
Risk Management
| Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 13.68% | 13.86% |
| Sharp | 0.98% | 1.28% |
| Beta | 0.9% | 0.86% |
| Alpha | -0.07% | 3.88% |
Fund Managers
| Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Name | R Janakiraman | Dhruv Muchhal |
| Total AUM | ₹50034 Cr | ₹520687 Cr |
| Funds Managed | 8 | 40 |
| Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.42 | 10.91 |
| Mid Cap | 66.32 | 62.44 |
| Large Cap | 14.12 | 7.87 |
| Small Cap | 16.14 | 18.77 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.42 | 6.37 |
| Industrial Products | 5.76 | - |
| Cement & Cement Products | 3.62 | - |
| Finance | 5.72 | - |
| Retailing | 1.87 | - |
| Healthcare Services | 3.4 | - |
| Pharmaceuticals & Biotechnology | 7.38 | - |
| Banks | 9.01 | - |
| Electrical Equipment | 2.2 | - |
| Agricultural, Commercial & Construction Vehicles | 2.04 | - |
| Leisure Services | 3.48 | - |
| Aerospace & Defense | 1.91 | - |
| Ferrous Metals | 1.64 | - |
| IT - Software | 5.48 | - |
| Realty | 5.49 | - |
| Petroleum Products | 1.3 | - |
| Auto Components | 7.27 | - |
| Transport Services | 0.65 | - |
| Telecom - Services | 3.4 | - |
| Automobiles | 0.63 | - |
| Fertilizers & Agrochemicals | 3.8 | - |
| Personal Products | 2.5 | - |
| Insurance | 3.12 | - |
| Agricultural Food & other Products | 1.03 | - |
| Consumer Durables | 4.59 | - |
| Power | 0.7 | - |
| Chemicals & Petrochemicals | 2.88 | - |
| Financial Technology (Fintech) | 1.81 | - |
| Beverages | 1.22 | - |
| Capital Markets | 0.35 | - |
| Textiles & Apparels | 2.33 | - |
| Basic Materials | - | 5.54 |
| Consumer Defensive | - | 5.67 |
| Consumer Cyclical | - | 17.92 |
| Financial Services | - | 24.7 |
| Industrials | - | 10.55 |
| Communication Services | - | 2.73 |
| Healthcare | - | 12.55 |
| Technology | - | 9.82 |
| Energy | - | 2.9 |
| Utilities | - | 1.24 |
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