Franklin India Prima Fund vs SBI Magnum Midcap Fund compare

Franklin India Prima Fund vs SBI Magnum Midcap Fund compare

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Franklin India Mid Cap Fund - Growth

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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)	₹12251 Cr	₹22012 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	2.46%	2.1%
6 Month	17.05%	9.79%
1 Year	-2.14%	-7.09%
3 Year	20.5%	13.72%
5 Year	23.84%	24.62%

SIP Return Analysis

Scheme Name	Franklin India Mid Cap Fund - Growth	SBI Midcap Fund - Regular Plan - Growth
6 Month	3.26%	0.02%
1 Year	9.86%	1.59%
3 Year	20.79%	12.96%
5 Year	20.17%	16.65%

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	1.01%	0.67%
Beta	0.89%	0.78%
Alpha	1.17%	-3.22%

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	6.18	8.69
Mid Cap	64.94	70.43
Large Cap	12.82	6.75
Small Cap	16.07	14.13

Sector Allocation

Scheme Name	Franklin India Mid Cap Fund - Growth	SBI Midcap Fund - Regular Plan - Growth
Others	1.54	5.06
Basic Materials	13.71	11.77
Financial Services	20.58	25.19
Consumer Cyclical	17.68	17.47
Healthcare	11.72	9.95
Industrials	11.84	11.51
Technology	6.62	4.75
Real Estate	5.52	4.48
Energy	1.08	1.39
Communication Services	3.6	1.61
Consumer Defensive	4.84	4.09
Utilities	1.28	2.73

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