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Franklin India Prima Fund vs HDFC Mid compare

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tortoise-icon Franklin India Mid Cap Fund - Growth

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tortoise-icon HDFC Mid-Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹12770 Cr ₹92169 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 -2.4% -1.24%
6 Month 1.48% 5.43%
1 Year -1.95% 4.63%
3 Year 20.96% 24.69%
5 Year 19.56% 25.31%

SIP Return Analysis

Scheme Name Franklin India Mid Cap Fund - Growth HDFC Mid-Cap Fund - Growth Plan
6 Month 1.03% 2.88%
1 Year 12.08% 20.1%
3 Year 17.86% 20.78%
5 Year 18.37% 22.84%

Rolling Lumpsum Returns

Scheme Name Franklin India Mid Cap Fund - Growth HDFC Mid-Cap Fund - Growth Plan
1 Year 19.75% 14.36%
3 Year 19.65% 20.76%
5 Year 19.14% 20.06%

Risk Management

Scheme Name Franklin India Mid Cap Fund - Growth HDFC Mid-Cap Fund - Growth Plan
Standard Deviation 13.68% 13.85%
Sharp 1.03% 1.25%
Beta 0.9% 0.86%
Alpha -0.2% 3.57%

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 8.78 12.16
Mid Cap 63.55 63.68
Large Cap 13.75 7.64
Small Cap 13.92 16.51

Sector Allocation

Scheme Name

Franklin India Mid Cap Fund - Growth

HDFC Mid-Cap Fund - Growth Plan

Others 3.45 6.97
Industrials 13.05 9.05
Basic Materials 12.05 5.07
Financial Services 21.06 27.28
Consumer Cyclical 15.72 16.69
Healthcare 9.71 12.26
Technology 7.54 10.48
Real Estate 6.38 -
Energy 1.15 2.76
Communication Services 3.82 2.76
Consumer Defensive 4.5 5.56
Utilities 1.58 1.11

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