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) | ₹12540 Cr | ₹83847 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 | -1.97% | -1.9% |
6 Month | 13.73% | 14.66% |
1 Year | 2.1% | 5.01% |
3 Year | 22.51% | 26.11% |
5 Year | 24.63% | 29.27% |
SIP Return Analysis
Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
6 Month | 2.75% | 5.15% |
1 Year | 3.24% | 8.58% |
3 Year | 19.98% | 22.07% |
5 Year | 19.91% | 24.13% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
1 Year | 16.6% | 14.93% |
3 Year | 18.16% | 20.25% |
5 Year | 19.31% | 19.59% |
Risk Management
Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | 13.68% | 13.79% |
Sharp | 1.19% | 1.39% |
Beta | 0.89% | 0.83% |
Alpha | 0.95% | 4.66% |
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 | 6.18 | 12.06 |
Mid Cap | 64.94 | 61.58 |
Large Cap | 12.82 | 7.16 |
Small Cap | 16.07 | 19.2 |
Sector Allocation
Scheme Name |
Franklin India Mid Cap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
Others | 1.54 | 7.22 |
Basic Materials | 13.71 | 5.74 |
Financial Services | 20.58 | 24.14 |
Consumer Cyclical | 17.68 | 18.34 |
Healthcare | 11.72 | 12 |
Industrials | 11.84 | 10.31 |
Technology | 6.62 | 10.2 |
Real Estate | 5.52 | - |
Energy | 1.08 | 2.77 |
Communication Services | 3.6 | 2.93 |
Consumer Defensive | 4.84 | 5.12 |
Utilities | 1.28 | 1.24 |
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