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) | ₹12785 Cr | ₹23269 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 | -3.95% | -4.89% |
6 Month | 5.72% | 0.83% |
1 Year | -0.29% | -4.45% |
3 Year | 22.87% | 16.64% |
5 Year | 26.08% | 26.9% |
SIP Return Analysis
Scheme Name | Franklin India Mid Cap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.14% | 3.86% |
1 Year | 9.16% | 2.95% |
3 Year | 23.31% | 15.9% |
5 Year | 22.02% | 19.23% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Mid Cap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.6% | 15.86% |
3 Year | 18.16% | 16.51% |
5 Year | 19.31% | 16.65% |
Risk Management
Scheme Name | Franklin India Mid Cap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.68% | 11.63% |
Sharp | 1.42% | 1.19% |
Beta | 0.9% | 0.78% |
Alpha | 1.18% | -1.85% |
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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 | 6.39 | 7.51 |
Mid Cap | 64.31 | 71.67 |
Large Cap | 12.67 | 5.73 |
Small Cap | 16.63 | 15.1 |
Sector Allocation
Scheme Name |
Franklin India Mid Cap Fund - Growth |
SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.6 | 5.9 |
Basic Materials | 13.33 | 11.19 |
Financial Services | 19.93 | 22.88 |
Consumer Cyclical | 18.08 | 17.16 |
Healthcare | 11.8 | 12.18 |
Industrials | 11.99 | 11.49 |
Technology | 6.48 | 4.74 |
Real Estate | 5.82 | 4.2 |
Energy | 1.11 | 1.41 |
Communication Services | 3.74 | 1.81 |
Consumer Defensive | 3.77 | 4.06 |
Utilities | 1.36 | 2.96 |
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