Franklin India Equity Advantage Fund vs UTI Large & Mid Cap Fund compare
Franklin India Equity Advantage Fund - Growth Plan
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3370 Cr | ₹4047 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 Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.54% | 3.61% |
6 Month | -2.07% | -4.21% |
1 Year | 10.42% | 10.61% |
3 Year | 14.46% | 21.2% |
5 Year | 24.45% | 28.33% |
SIP Return Analysis
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.04% | 1.09% |
1 Year | -2.12% | -2.25% |
3 Year | 15.9% | 21.37% |
5 Year | 16.91% | 22.07% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.73% | 9.5% |
3 Year | 12.56% | 9.15% |
5 Year | 13.72% | 10.86% |
Risk Management
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.96% | 12.33% |
Sharp | 0.436% | 0.81% |
Beta | 0.94% | 0.92% |
Alpha | 0.015% | 3.15% |
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Fund Managers
Scheme Name | Franklin India Equity Advantage 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 Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.52 | 5.62 |
Large Cap | 47.11 | 44.64 |
Mid Cap | 36.21 | 37.19 |
Small Cap | 12.16 | 12.55 |
Sector Allocation
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.9 | 3.44 |
Energy | 2.87 | 2.44 |
Technology | 11.24 | 8.04 |
Consumer Cyclical | 15.34 | 11.34 |
Industrials | 13.48 | 6.02 |
Financial Services | 28.77 | 33.25 |
Healthcare | 6.47 | 6.82 |
Basic Materials | 4.28 | 11.45 |
Consumer Defensive | 8.21 | 6.43 |
Utilities | 2.79 | 2.07 |
Real Estate | 3.66 | 2.42 |
Communication Services | - | 6.29 |
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