Franklin India Prima Fund vs SBI Magnum Midcap Fund compare
Franklin India Mid Cap Fund - Growth
SBI Midcap Fund - Regular Plan - Growth
Chart Comparison
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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