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Franklin India Prima Fund vs Invesco India Midcap Fund compare

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tortoise-icon Franklin India Prima Fund-Growth

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tortoise-icon Invesco India Midcap Fund - Growth Option

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Chart Comparison

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

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 2.69% 2.99%
6 Month -4.99% -2.92%
1 Year 12.09% 16.14%
3 Year 21.57% 22.99%
5 Year 27.09% 28.97%

SIP Return Analysis

Scheme Name Franklin India Prima Fund-Growth Invesco India Midcap Fund - Growth Option
6 Month 0.04% 0.23%
1 Year -4.25% -0.28%
3 Year 22.16% 25.26%
5 Year 21.67% 24.17%

Rolling Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth Invesco India Midcap Fund - Growth Option
1 Year 16.98% 14.1%
3 Year 17.87% 18.13%
5 Year 18.98% 18.76%

Risk Management

Scheme Name Franklin India Prima Fund-Growth Invesco India Midcap Fund - Growth Option
Standard Deviation 13.68% 13.27%
Sharp 0.8% 0.8%
Beta 0.93% 0.93%
Alpha 0.86% 1.49%

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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 4.48 2.1
Mid Cap 65.92 64.75
Large Cap 12.83 13.09
Small Cap 16.77 20.07

Sector Allocation

Scheme Name

Franklin India Prima Fund-Growth

Invesco India Midcap Fund - Growth Option

Others 3.64 0.35
Basic Materials 14.61 9.73
Financial Services 20.42 23.61
Consumer Cyclical 18.35 19.8
Healthcare 10.4 18.02
Industrials 10.62 9.48
Real Estate 5.62 7.12
Energy 0.62 -
Communication Services 2.68 1.75
Consumer Defensive 4.21 -
Utilities 1.18 -
Technology 7.65 10.12

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