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) | ₹12251 Cr | ₹34749 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 | -1.22% | -1.79% |
6 Month | 11.1% | 16.97% |
1 Year | -3.25% | -5.81% |
3 Year | 21.8% | 26.34% |
5 Year | 24.19% | 32.95% |
SIP Return Analysis
Scheme Name | Franklin India Mid Cap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 0.52% | 2.55% |
1 Year | 8.39% | 9.81% |
3 Year | 18.98% | 24.45% |
5 Year | 19.07% | 27.17% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Mid Cap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 16.38% | 17.24% |
3 Year | 18.24% | 20.42% |
5 Year | 19.39% | 14.63% |
Risk Management
Scheme Name | Franklin India Mid Cap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 13.68% | 17.60% |
Sharp | 0.98% | 0.95% |
Beta | 0.9% | 0.89% |
Alpha | -0.07% | 2.81% |
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 | 7.59 | 12.4 |
Mid Cap | 64.72 | 63.22 |
Large Cap | 12.88 | 24.39 |
Small Cap | 14.82 | - |
Sector Allocation
Scheme Name |
Franklin India Mid Cap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 2.58 | 2.61 |
Industrials | 12.51 | 16.55 |
Basic Materials | 13.07 | - |
Financial Services | 19.55 | 3.2 |
Consumer Cyclical | 17.83 | 26.86 |
Healthcare | 11.11 | 3.21 |
Technology | 7.18 | 41.66 |
Real Estate | 5.51 | 2.58 |
Energy | 1.1 | - |
Communication Services | 3.45 | 3.34 |
Consumer Defensive | 4.82 | - |
Utilities | 1.29 | - |
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