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) | ₹12911 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 | 0.28% | 0.25% |
| 6 Month | 0.45% | 4.16% |
| 1 Year | 0.88% | 6.6% |
| 3 Year | 22.4% | 25.61% |
| 5 Year | 19.88% | 25.43% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.49% | 4.18% |
| 1 Year | 12.98% | 20.48% |
| 3 Year | 17.66% | 20.43% |
| 5 Year | 18.42% | 22.74% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 19.71% | 14.3% |
| 3 Year | 19.68% | 20.81% |
| 5 Year | 19.17% | 20.09% |
Risk Management
| Scheme Name | Franklin India Mid Cap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 13.68% | 12.9% |
| Sharp | 1.03% | 1.31% |
| Beta | 0.9% | 0.86% |
| Alpha | -0.2% | 3.49% |
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 | 2.78 | 6.3 |
| Mid Cap | 67.57 | 66.86 |
| Large Cap | 14.1 | 7.37 |
| Small Cap | 15.54 | 19.47 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.78 | 6.3 |
| Industrial Products | 5.98 | 6.5 |
| Cement & Cement Products | 2.87 | 0.95 |
| Finance | 6.68 | 3.2 |
| Retailing | 1.73 | 3.44 |
| Healthcare Services | 3 | 2.78 |
| Pharmaceuticals & Biotechnology | 6.7 | 9.49 |
| Banks | 10.03 | 15.43 |
| Electrical Equipment | 2.9 | - |
| Agricultural, Commercial & Construction Vehicles | 2.29 | 0.98 |
| Leisure Services | 3 | 1.24 |
| Aerospace & Defense | 2.06 | - |
| Ferrous Metals | 1.41 | 1.7 |
| IT - Software | 6.17 | 8.4 |
| Realty | 6.07 | - |
| Petroleum Products | 1.1 | 2.76 |
| Auto Components | 6.05 | 9.76 |
| Capital Markets | 1.84 | 1.11 |
| Transport Services | 0.6 | 1.4 |
| Telecom - Services | 3.76 | 2.46 |
| Automobiles | 0.67 | - |
| Fertilizers & Agrochemicals | 3.04 | 1.28 |
| Personal Products | 2.1 | 2.82 |
| Insurance | 2.96 | 6.13 |
| Agricultural Food & other Products | 1 | 2.11 |
| Consumer Durables | 4.65 | 2.89 |
| Power | 0.97 | - |
| Chemicals & Petrochemicals | 2.53 | 0.84 |
| Financial Technology (Fintech) | 1.83 | 1.4 |
| Beverages | 1.08 | 0.63 |
| Textiles & Apparels | 2.14 | 0.65 |
| Printing & Publication | - | 0.25 |
| Media | - | 0.06 |
| Gas | - | 1.11 |
| Construction | - | 0.85 |
| Commercial Services & Supplies | - | 1.08 |
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