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Franklin India Prima Fund vs SBI Magnum Midcap Fund compare

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tortoise-icon Franklin India Mid Cap Fund - Growth

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tortoise-icon SBI Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Mid Cap Fund - Growth SBI Midcap Fund - Regular Plan - Growth
Fund Franklin India Mid Cap Fund - Growth SBI Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹12770 Cr ₹23360 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Dec 1993 29 Mar 2005
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 26.03% 10%
Expense Ratio 1.79 1.67
Manager R Janakiraman Pradeep Kesavan
ISIN Code INF090I01809 INF200K01560
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 SBI Magnum Midcap Fund - Regular Plan - 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 SBI Midcap Fund - Regular Plan - Growth
1 Month -2.4% -2.35%
6 Month 1.48% -1.21%
1 Year -1.95% -3.92%
3 Year 20.96% 16.04%
5 Year 19.56% 20.4%

SIP Return Analysis

Scheme Name Franklin India Mid Cap Fund - Growth SBI Midcap Fund - Regular Plan - Growth
6 Month 1.03% 1.02%
1 Year 12.08% 6.98%
3 Year 17.86% 11.45%
5 Year 18.37% 14.75%

Rolling Lumpsum Returns

Scheme Name Franklin India Mid Cap Fund - Growth SBI Midcap Fund - Regular Plan - Growth
1 Year 19.75% 15.28%
3 Year 19.65% 16.32%
5 Year 19.14% 17.15%

Risk Management

Scheme Name Franklin India Mid Cap Fund - Growth SBI Midcap Fund - Regular Plan - Growth
Standard Deviation 13.68% 11.63%
Sharp 1.03% 0.83%
Beta 0.9% 0.78%
Alpha -0.2% -2.48%

Fund Managers

Scheme Name Franklin India Mid Cap Fund - Growth SBI Midcap Fund - Regular Plan - Growth
Name R Janakiraman Pradeep Kesavan
Total AUM ₹50034 Cr ₹434274 Cr
Funds Managed 8 43
Franklin India Mid Cap Fund - Growth SBI Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Mid Cap Fund - Growth

SBI Midcap Fund - Regular Plan - Growth

Others 8.78 10.96
Mid Cap 63.55 70.32
Large Cap 13.75 6.41
Small Cap 13.92 12.31

Sector Allocation

Scheme Name

Franklin India Mid Cap Fund - Growth

SBI Midcap Fund - Regular Plan - Growth

Others 3.45 3.87
Industrials 13.05 13.3
Basic Materials 12.05 10.98
Financial Services 21.06 27.05
Consumer Cyclical 15.72 15.85
Healthcare 9.71 6.74
Technology 7.54 4.75
Real Estate 6.38 4.57
Energy 1.15 1.96
Communication Services 3.82 1.72
Consumer Defensive 4.5 4.27
Utilities 1.58 4.93

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