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 | 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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