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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) | ₹12540 Cr | ₹7802 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 | -3.75% | -1.3% |
| 6 Month | 12.54% | 23.32% |
| 1 Year | 1.95% | 15.2% |
| 3 Year | 21.73% | 27.59% |
| 5 Year | 24.74% | 28.68% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.75% | 9.97% |
| 1 Year | 3.24% | 20.1% |
| 3 Year | 19.98% | 28.94% |
| 5 Year | 19.91% | 25.81% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 16.6% | 14.54% |
| 3 Year | 18.16% | 18.76% |
| 5 Year | 19.31% | 19.05% |
Risk Management
| Scheme Name | Franklin India Mid Cap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.68% | 13.27% |
| Sharp | 1.19% | 1.33% |
| Beta | 0.89% | 0.94% |
| Alpha | 0.95% | 4.04% |
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 | 6.18 | 8.19 |
| Mid Cap | 64.94 | 59.02 |
| Large Cap | 12.82 | 12.26 |
| Small Cap | 16.07 | 20.53 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 1.54 | 1.92 |
| Basic Materials | 13.71 | 5.42 |
| Financial Services | 20.58 | 29.43 |
| Consumer Cyclical | 17.68 | 16.17 |
| Healthcare | 11.72 | 19.75 |
| Industrials | 11.84 | 10.06 |
| Technology | 6.62 | 7.74 |
| Real Estate | 5.52 | 7.86 |
| Energy | 1.08 | - |
| Communication Services | 3.6 | 1.65 |
| Consumer Defensive | 4.84 | - |
| Utilities | 1.28 | - |
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