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) | ₹12251 Cr | ₹83105 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 | 3.48% | 3.08% |
6 Month | 17.24% | 20.35% |
1 Year | -1.21% | 1.76% |
3 Year | 21.79% | 25.17% |
5 Year | 24.14% | 28.57% |
SIP Return Analysis
Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
6 Month | 3.26% | 5.13% |
1 Year | 9.86% | 15.05% |
3 Year | 20.79% | 22.66% |
5 Year | 20.17% | 24.25% |
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% | 13.84% |
Sharp | 1.01% | 1.20% |
Beta | 0.89% | 0.83% |
Alpha | 1.17% | 4.36% |
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 | 7.59 | 11.94 |
Mid Cap | 64.72 | 61.34 |
Large Cap | 12.88 | 7.84 |
Small Cap | 14.82 | 18.89 |
Sector Allocation
Scheme Name |
Franklin India Mid Cap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
Others | 2.58 | 6.98 |
Industrials | 12.51 | 10.63 |
Basic Materials | 13.07 | 5.39 |
Financial Services | 19.55 | 24.21 |
Consumer Cyclical | 17.83 | 18.41 |
Healthcare | 11.11 | 11.74 |
Technology | 7.18 | 10.45 |
Real Estate | 5.51 | - |
Energy | 1.1 | 2.51 |
Communication Services | 3.45 | 2.73 |
Consumer Defensive | 4.82 | 5.7 |
Utilities | 1.29 | 1.26 |
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