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

Link copied to clipboard!

Franklin India Large & Mid Cap Fund - Growth Plan

Invest Now

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

Invest Now

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)	₹3703 Cr	₹5498 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

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	-1.04%	0.75%
6 Month	-0.68%	2.09%
1 Year	8.96%	10.42%
3 Year	17.27%	21.94%
5 Year	15.19%	20.31%

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-0.76%	2.49%
1 Year	8.18%	13.33%
3 Year	13.07%	16.93%
5 Year	13.51%	18.22%

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	12.16%	8.94%
3 Year	13.04%	10.52%
5 Year	14.29%	11.47%

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	11.77%	12.33%
Sharp	0.88%	1.18%
Beta	0.92%	0.94%
Alpha	-0.59%	3.34%

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

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	14.82	5.47
Large Cap	38.06	48.19
Mid Cap	32.44	33.7
Small Cap	14.69	12.64

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	3.01	3.52
Technology	13.57	10.31
Consumer Cyclical	19.13	10.88
Healthcare	12.61	7.5
Basic Materials	1.16	7.56
Financial Services	30.1	28.65
Consumer Defensive	7.87	5.78
Industrials	4.98	8.28
Utilities	1.52	1.93
Real Estate	2.47	2.67
Communication Services	3.59	4.75
Energy	-	8.18