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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) ₹3491 Cr ₹4544 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 4.13% 4.57%
6 Month 4.86% 3.42%
1 Year 7.56% 6.79%
3 Year 20.43% 26.55%
5 Year 24.31% 27.8%

SIP Return Analysis

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 11.76% 10.75%
1 Year 16.78% 13.59%
3 Year 19.89% 23.68%
5 Year 18.41% 22.87%

Rolling Lumpsum Returns

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 12.6% 9.68%
3 Year 12.63% 9.67%
5 Year 13.9% 11.04%

Risk Management

Scheme Name Franklin India Large & Mid Cap Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.10% 12.33%
Sharp 0.73% 1.17%
Beta 0.95% 0.91%
Alpha 0.03% 3.15%

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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 7.36 3.69
Large Cap 43.67 45.22
Mid Cap 33.7 37.58
Small Cap 15.27 13.38

Sector Allocation

Scheme Name

Franklin India Large & Mid Cap Fund - Growth Plan

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

Others 3.44 3.69
Energy 3.11 -
Consumer Cyclical 20.61 -
Financial Services 23.75 -
Healthcare 9.84 -
Basic Materials 4.79 -
Technology 10 -
Consumer Defensive 8.59 -
Industrials 10.86 -
Utilities 1.35 -
Real Estate 3.67 -
Telecom - Services - 5.32
Petroleum Products - 3.64
IT - Software - 8.31
Cement & Cement Products - 1.73
Transport Services - 3.19
Construction - 1.91
Chemicals & Petrochemicals - 1.02
Textiles & Apparels - 1.28
Pharmaceuticals & Biotechnology - 6.92
Banks - 19.01
Realty - 2.49
Automobiles - 4.23
Diversified FMCG - 2.66
Fertilizers & Agrochemicals - 2.03
Insurance - 3.63
Diversified Metals - 2.28
Oil - 2.69
Ferrous Metals - 0.84
Personal Products - 2.18
Capital Markets - 3.34
Consumer Durables - 1.35
Other Consumer Services - 0.77
Industrial Products - 0.44
Auto Components - 2.43
Minerals & Mining - 1.4
Finance - 5.23
Entertainment - 0.6
Power - 1.96
Paper, Forest & Jute Products - 0.84
Leisure Services - 1.85
Retailing - 0.61

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