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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) | ₹12213 Cr | ₹8518 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 | 3.84% | 3.63% |
| 6 Month | 8.47% | 17.47% |
| 1 Year | 3.17% | 13.79% |
| 3 Year | 21.65% | 27.26% |
| 5 Year | 24.22% | 28.32% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | -1.31% | 0.78% |
| 1 Year | 4% | 15.45% |
| 3 Year | 16.77% | 24.59% |
| 5 Year | 17.85% | 23.29% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 16.38% | 14.41% |
| 3 Year | 18.24% | 18.92% |
| 5 Year | 19.39% | 19.13% |
Risk Management
| Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.68% | 13.27% |
| Sharp | 0.98% | 1.21% |
| Beta | 0.9% | 0.95% |
| Alpha | -0.07% | 4.1% |
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 | 8.16 | 8.21 |
| Mid Cap | 63.7 | 55.09 |
| Large Cap | 13.4 | 15.32 |
| Small Cap | 14.75 | 21.38 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.42 | 0.32 |
| Industrials | 12.93 | 9.75 |
| Basic Materials | 12.78 | 4.47 |
| Financial Services | 20.02 | 31.64 |
| Consumer Cyclical | 17.05 | 17.8 |
| Healthcare | 10.78 | 18.35 |
| Technology | 6.75 | 8.7 |
| Real Estate | 5.49 | 7.62 |
| Energy | 1.3 | - |
| Communication Services | 3.4 | 1.35 |
| Consumer Defensive | 4.74 | - |
| Utilities | 1.33 | - |
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