Franklin India Prima Fund vs Invesco India Midcap Fund compare
Franklin India Mid Cap Fund - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹12285 Cr | ₹6641 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 | 1.79 | 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 Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | 4.2% | 6.57% |
6 Month | 0.43% | 3.28% |
1 Year | 7.27% | 16.87% |
3 Year | 29.45% | 33.07% |
5 Year | 27.42% | 30.86% |
SIP Return Analysis
Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 11.62% | 17.5% |
1 Year | 13.02% | 26.69% |
3 Year | 25.69% | 32.46% |
5 Year | 23.38% | 27.9% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Mid Cap 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 Mid Cap 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 Mid Cap 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 Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
Franklin India Mid Cap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 7.72 | 7.22 |
Mid Cap | 62.19 | 59.7 |
Large Cap | 13.23 | 14.12 |
Small Cap | 16.87 | 18.97 |
Sector Allocation
Scheme Name |
Franklin India Mid Cap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 4.55 | 0.89 |
Basic Materials | 13.98 | 7.71 |
Financial Services | 19.41 | 27.03 |
Consumer Cyclical | 17.88 | 15.55 |
Healthcare | 10.28 | 17.76 |
Industrials | 12.23 | 11.63 |
Technology | 6.27 | 9.53 |
Real Estate | 5.62 | 7.96 |
Energy | 1.09 | - |
Communication Services | 3.59 | 1.94 |
Consumer Defensive | 3.96 | - |
Utilities | 1.15 | - |
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