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 | 3.85% | 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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