Franklin India Prima Fund vs Invesco India Midcap Fund compare
Franklin India Prima Fund-Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11656 Cr | ₹5645 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Dec 1993 | 19 Apr 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 26.03% | 70% |
Expense Ratio | 1.78 | 1.8 |
Manager | R Janakiraman | Aditya Khemani |
ISIN Code | INF090I01809 | INF205K01BC9 |
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 | Invesco India Mid Cap 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 Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | 8.51% | 14.07% |
6 Month | -2.42% | 0.66% |
1 Year | 10.56% | 21.1% |
3 Year | 28.44% | 30.91% |
5 Year | 28.26% | 31.1% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 8.94% | 14.12% |
1 Year | 9.58% | 22.79% |
3 Year | 24.82% | 31.18% |
5 Year | 22.9% | 27.25% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 16.87% | 14.33% |
3 Year | 18.01% | 18.54% |
5 Year | 19.15% | 18.96% |
Risk Management
Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 13.68% | 13.27% |
Sharp | 1.17% | 1.21% |
Beta | 0.9% | 0.93% |
Alpha | 0.91% | 2.06% |
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Fund Managers
Scheme Name | Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | R Janakiraman | Aditya Khemani |
Total AUM | ₹50034 Cr | ₹12070 Cr |
Funds Managed | 8 | 3 |
Franklin India Prima Fund-Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
Franklin India Prima Fund-Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 4.57 | 0.06 |
Mid Cap | 65.16 | 66.19 |
Large Cap | 13.14 | 13.49 |
Small Cap | 17.13 | 20.26 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 4.57 | 0.06 |
Fertilizers & Agrochemicals | 4.8 | - |
Cement & Cement Products | 4.76 | 3.65 |
Finance | 4.58 | 7.43 |
Retailing | 1.68 | 7.83 |
Healthcare Services | 4.11 | 10.63 |
Pharmaceuticals & Biotechnology | 6.52 | 6.61 |
Banks | 10.27 | 4.07 |
Agricultural, Commercial & Construction Vehicles | 1.11 | - |
Leisure Services | 4.28 | 4.87 |
Aerospace & Defense | 1.69 | - |
Electrical Equipment | 0.98 | 2.75 |
Industrial Manufacturing | 0.08 | 1.51 |
Ferrous Metals | 1.41 | 2.91 |
IT - Software | 5.29 | 4.99 |
Realty | 5.74 | 7.88 |
Petroleum Products | 1.05 | - |
Auto Components | 6.66 | 3.5 |
Transport Services | 0.69 | 2.99 |
Telecom - Services | 3.07 | 1.97 |
Insurance | 3.24 | 6.33 |
Agricultural Food & other Products | 1.09 | - |
Gas | 0.43 | - |
Consumer Durables | 5.05 | 6.19 |
Power | 0.72 | - |
Chemicals & Petrochemicals | 3.17 | - |
Industrial Products | 4.97 | 5.32 |
Financial Technology (Fintech) | 1.8 | - |
Personal Products | 1.77 | - |
Beverages | 1.52 | - |
Capital Markets | 0.39 | 8.51 |
Textiles & Apparels | 2.51 | - |
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