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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) | ₹12770 Cr | ₹10006 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 | -0.77% | -2.91% |
| 6 Month | 0.54% | 1.97% |
| 1 Year | 1.88% | 5.76% |
| 3 Year | 22.78% | 27.43% |
| 5 Year | 20.31% | 24.26% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.26% | -0.34% |
| 1 Year | 9.5% | 16.89% |
| 3 Year | 17.79% | 24.6% |
| 5 Year | 18.68% | 23.55% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 19.75% | 14.39% |
| 3 Year | 19.65% | 19.28% |
| 5 Year | 19.14% | 19.3% |
Risk Management
| Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.68% | 13.27% |
| Sharp | 1.03% | 1.25% |
| Beta | 0.9% | 0.95% |
| Alpha | -0.2% | 3.8% |
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 | 8.78 | 10.42 |
| Mid Cap | 63.55 | 54.49 |
| Large Cap | 13.75 | 14.19 |
| Small Cap | 13.92 | 20.89 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.45 | 2.01 |
| Industrials | 13.05 | 6.94 |
| Basic Materials | 12.05 | 3.63 |
| Financial Services | 21.06 | 34.71 |
| Consumer Cyclical | 15.72 | 20.6 |
| Healthcare | 9.71 | 17.1 |
| Technology | 7.54 | 6.91 |
| Real Estate | 6.38 | 7.67 |
| Energy | 1.15 | - |
| Communication Services | 3.82 | 0.44 |
| Consumer Defensive | 4.5 | - |
| Utilities | 1.58 | - |
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