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Franklin India Equity Advantage Fund vs UTI Large & Mid Cap Fund compare

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tortoise-icon Franklin India Large & Mid Cap Fund - Growth Plan

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Franklin India Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹3579 Cr ₹4865 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Mar 2005 30 Jul 2005
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 72.19% 32%
Expense Ratio 2.02 1.9
Manager R Janakiraman V Srivatsa
ISIN Code INF090I01205 INF789F01869
Exits Load Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Large & Mid Cap Fund - 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 Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 0.1% -1.41%
6 Month 14.06% 10.69%
1 Year 4.34% 0.99%
3 Year 16.08% 21.18%
5 Year 21.91% 24.73%

SIP Return Analysis

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 4.68% 2.67%
1 Year 8.3% 3.18%
3 Year 16.54% 18.85%
5 Year 15.99% 19.77%

Rolling Lumpsum Returns

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 12.47% 9.53%
3 Year 12.76% 9.88%
5 Year 14.04% 11.21%

Risk Management

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.22% 12.33%
Sharp 0.75% 1.16%
Beta 0.95% 0.95%
Alpha 1.02% 2.75%

Fund Managers

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name R Janakiraman V Srivatsa
Total AUM ₹50034 Cr ₹7921 Cr
Funds Managed 8 3
Franklin India Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Large & Mid Cap Fund - Growth Plan

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 10 5.97
Large Cap 42.68 45.68
Mid Cap 31 36
Small Cap 16.32 12.34

Sector Allocation

Scheme Name

Franklin India Large & Mid Cap Fund - Growth Plan

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 1.89 4.46
Energy 0 6.38
Technology 11.23 9.45
Consumer Cyclical 20.13 8.61
Healthcare 9.82 8.35
Basic Materials 4.18 9.27
Financial Services 24.84 29.97
Consumer Defensive 9.72 5.43
Industrials 11.37 7.78
Utilities 1.33 2.23
Real Estate 3.32 2.3
Communication Services 2.17 5.78

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