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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns18.31%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns17.03%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns21.15%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.41%
SBI Focused Fund - Regular Plan -Growth
3Y Returns19.37%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns22.46%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns12.61%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns11.28%