Franklin India Prima Fund vs Motilal Oswal Midcap Fund compare
Franklin India Mid Cap Fund - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Mid Cap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Fund | Franklin India Mid Cap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹12540 Cr | ₹33609 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 01 Dec 1993 | 24 Feb 2014 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 26.03% | 120% |
Expense Ratio | 1.79 | 1.58 |
Manager | R Janakiraman | Rakesh Shetty |
ISIN Code | INF090I01809 | INF247L01411 |
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 | Motilal Oswal Midcap 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Month | -1.97% | 0.55% |
6 Month | 13.73% | 11.83% |
1 Year | 2.1% | 3.9% |
3 Year | 22.51% | 28.07% |
5 Year | 24.63% | 33.63% |
SIP Return Analysis
Scheme Name | Franklin India Mid Cap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 2.75% | 5.74% |
1 Year | 3.24% | 3.05% |
3 Year | 19.98% | 25.48% |
5 Year | 19.91% | 28.35% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Mid Cap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 16.6% | 17.59% |
3 Year | 18.16% | 19.99% |
5 Year | 19.31% | 14.42% |
Risk Management
Scheme Name | Franklin India Mid Cap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 13.68% | 17.44% |
Sharp | 1.19% | 1.21% |
Beta | 0.89% | 0.86% |
Alpha | 0.95% | 6.06% |
Fund Managers
Scheme Name | Franklin India Mid Cap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Name | R Janakiraman | Rakesh Shetty |
Total AUM | ₹50034 Cr | ₹33886 Cr |
Funds Managed | 8 | 19 |
Franklin India Mid Cap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
Scheme Name |
Franklin India Mid Cap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 6.18 | 27.32 |
Mid Cap | 64.94 | 59.26 |
Large Cap | 12.82 | 13.42 |
Small Cap | 16.07 | - |
Sector Allocation
Scheme Name |
Franklin India Mid Cap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 1.54 | 17.96 |
Basic Materials | 13.71 | - |
Financial Services | 20.58 | 2.6 |
Consumer Cyclical | 17.68 | 16.7 |
Healthcare | 11.72 | 3.7 |
Industrials | 11.84 | 18.95 |
Technology | 6.62 | 34.22 |
Real Estate | 5.52 | 2.03 |
Energy | 1.08 | - |
Communication Services | 3.6 | 3.85 |
Consumer Defensive | 4.84 | - |
Utilities | 1.28 | - |
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