Franklin India Equity Advantage Fund vs UTI Large & Mid Cap Fund compare
Franklin India Large & Mid Cap Fund - Growth Plan
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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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