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Franklin India Prima Fund vs Invesco India Midcap Fund compare

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tortoise-icon Franklin India Mid Cap 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 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 3.85% 3.6%
6 Month 9.54% 17.87%
1 Year 4.41% 14.68%
3 Year 21.9% 27.24%
5 Year 23.86% 27.99%

SIP Return Analysis

Scheme Name Franklin India Mid Cap Fund - Growth Invesco India Midcap Fund - Growth Option
6 Month 2.9% 4.59%
1 Year 12.55% 23.5%
3 Year 19.92% 27.47%
5 Year 19.59% 24.83%

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 3.42 -
Mid Cap 66.32 62.27
Large Cap 14.12 15.29
Small Cap 16.14 22.44

Sector Allocation

Scheme Name

Franklin India Mid Cap Fund - Growth

Invesco India Midcap Fund - Growth Option

Others 3.42 0.32
Industrial Products 5.76 3.83
Cement & Cement Products 3.62 3.53
Finance 5.72 10.3
Retailing 1.87 12.44
Healthcare Services 3.4 10.36
Pharmaceuticals & Biotechnology 7.38 7.98
Banks 9.01 8.41
Electrical Equipment 2.2 1.29
Agricultural, Commercial & Construction Vehicles 2.04 -
Leisure Services 3.48 -
Aerospace & Defense 1.91 -
Ferrous Metals 1.64 -
IT - Software 5.48 4.41
Realty 5.49 7.62
Petroleum Products 1.3 -
Auto Components 7.27 1.99
Transport Services 0.65 2.79
Telecom - Services 3.4 1.35
Automobiles 0.63 -
Fertilizers & Agrochemicals 3.8 -
Personal Products 2.5 -
Insurance 3.12 5.97
Agricultural Food & other Products 1.03 -
Consumer Durables 4.59 7.57
Power 0.7 -
Chemicals & Petrochemicals 2.88 -
Financial Technology (Fintech) 1.81 -
Beverages 1.22 -
Capital Markets 0.35 6.95
Textiles & Apparels 2.33 -
Industrial Manufacturing - 2.89

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