Compare Mutual Funds

Insights from Fund Comparison

• Both Franklin India Large & Mid Cap Fund (G) and Mirae Asset Large & Midcap Fund - Regular (G) are Large & Mid Cap Fund, Equity schemes. Franklin India Large & Mid Cap Fund (G) is 21 yrs 4 m old and manages ₹3,399.22 Crs, whereas Mirae Asset Large & Midcap Fund - Regular (G) is 16 yrs 0 m old with ₹42,337.71 Crs.
• Franklin India Large & Mid Cap Fund (G) is older, but Mirae Asset Large & Midcap Fund - Regular (G) is larger — suggesting that while Franklin India Large & Mid Cap Fund (G) has more experience, Mirae Asset Large & Midcap Fund - Regular (G) may be attracting recent investor interest.
• Franklin India Large & Mid Cap Fund (G) has its top 3 sectors in Banks (15.98%), IT - Software (10.62%), and E-Commerce/App based Aggregator (7.48%), while Mirae Asset Large & Midcap Fund - Regular (G) focuses on Banks (20.41%), Pharmaceuticals (7.04%), and IT - Software (6.46%).
• The funds share exposure to Banks and IT - Software, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Franklin India Large & Mid Cap Fund (G) holds Eternal Ltd (3.94%), Call, Cash & Other Assets (3.83%), HDFC Bank Ltd (2.95%), ICICI Bank Ltd (2.90%), and Kotak Mahindra Bank Ltd (2.86%), whereas Mirae Asset Large & Midcap Fund - Regular (G) holds HDFC Bank Ltd. (6.53%), ICICI Bank Ltd. (3.67%), Axis Bank Ltd. (3.04%), State Bank of India (2.96%), and Reliance Industries Ltd. (2.83%).
• The funds share exposure to HDFC Bank Ltd and ICICI Bank Ltd, which makes their performance partly correlated. However, the unique holdings like Eternal Ltd in Franklin India Large & Mid Cap Fund (G) and Axis Bank Ltd. in Mirae Asset Large & Midcap Fund - Regular (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, Franklin India Large & Mid Cap Fund (G) has 96.17% equity and 0.00% debt, while Mirae Asset Large & Midcap Fund - Regular (G) has 99.19% equity and 0.00% debt.
• Mirae Asset Large & Midcap Fund - Regular (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Franklin India Large & Mid Cap Fund (G) showed short-term strength over 3 Months, 6 Months (returns: 0.21%, -6.37%), outperforming Mirae Asset Large & Midcap Fund - Regular (G) by 0.81%, 3.12%. However, other periods (1 Year, 3 Years, 5 Years, returns: -0.23%, 14.31%, 11.73% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.