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

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tortoise-icon Franklin India Equity Advantage Fund - Growth Plan

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tortoise-icon Franklin India Equity Advantage 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 Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3518 Cr ₹3518 Cr ₹3976 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 02 Mar 2005 02 Mar 2005 30 Jul 2005
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI NIFTY LARGE MIDCAP 250 TRI
Turn Over 72.19% 72.19% 32%
Expense Ratio 2 2 1.96
Manager R Janakiraman R Janakiraman V Srivatsa
ISIN Code INF090I01205 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 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 Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 2.49% 2.49% 3.6%
6 Month 11.16% 11.16% 12.71%
1 Year 28.49% 28.49% 36.59%
3 Year 14.52% 14.52% 22.11%
5 Year 19.31% 19.31% 25.06%

SIP Return Analysis

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - - -
1 Year 24.74% 24.74% 28.86%
3 Year 23.31% 23.31% 30.81%
5 Year 22.52% 22.52% 28.45%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 12.59% 12.59% 9.13%
3 Year 12.54% 12.54% 8.77%
5 Year 13.37% 13.37% 10.7%

Risk Management

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.77% 11.77% 12.33%
Sharp 0.6% 0.6% 1.09%
Beta 0.92% 0.92% 0.92%
Alpha -2.97% -2.97% 3.45%

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Fund Managers

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

Franklin India Equity Advantage Fund - Growth Plan

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

Others 4.19 4.19 5.17
Large Cap 49.77 49.77 45.28
Mid Cap 36.75 36.75 37.38
Small Cap 9.28 9.28 12.2

Sector Allocation

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

Franklin India Equity Advantage Fund - Growth Plan

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

Others 4.19 4.19 5.17
Petroleum Products 2.89 2.89 1.73
IT - Software 9.54 9.54 9.63
Cement & Cement Products 3.02 3.02 2.96
Construction 3.2 3.2 1.73
Finance 6.11 6.11 4.84
Healthcare Services 4.15 4.15 1.43
Banks 16.76 16.76 20.76
Pharmaceuticals & Biotechnology 5.34 5.34 6.78
Auto Components 6.9 6.9 1.74
Automobiles 5.77 5.77 2.85
Personal Products 1.98 1.98 0.68
Transport Services 2.1 2.1 2.93
Insurance 3.53 3.53 5.66
Agricultural Food & other Products 1.75 1.75 -
Agricultural, Commercial & Construction Vehicles 0.89 0.89 -
Power 3.46 3.46 1.61
Industrial Products 3.27 3.27 0.35
Capital Markets 1.67 1.67 2.48
Realty 3.86 3.86 1.63
Fertilizers & Agrochemicals 1.52 1.52 1.4
Retailing 2.75 2.75 -
Leisure Services 2.59 2.59 2.22
Food Products 1.21 1.21 -
Transport Infrastructure 1.54 1.54 -
Telecom - Services - - 5.34
Textiles & Apparels - - 2.2
Gas - - 1.98
Diversified FMCG - - 3.74
Diversified Metals - - 2.53
Ferrous Metals - - 1.22
Consumer Durables - - 1.34
Other Consumer Services - - 0.83
Chemicals & Petrochemicals - - 0.74
Entertainment - - 0.89
Paper, Forest & Jute Products - - 0.64

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