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UTI vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
UTI Flexi Cap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹18912 Cr | ₹25187 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 1994 | 01 Aug 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 18.1% | 8% |
| Expense Ratio | 1.71 | 1.69 |
| Manager | R Janakiraman | Ajay Tyagi |
| ISIN Code | INF090I01239 | INF789F01513 |
| Exits Load | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Flexi 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 Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | 1.25% | -0.48% |
| 6 Month | 4.21% | 4.55% |
| 1 Year | 2.69% | 2.54% |
| 3 Year | 17.46% | 10.36% |
| 5 Year | 22.67% | 13.71% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.49% | 0.05% |
| 1 Year | 9.38% | 7.06% |
| 3 Year | 15.24% | 10.97% |
| 5 Year | 16.56% | 9.38% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.68% | 13.67% |
| 3 Year | 19.05% | 13.05% |
| 5 Year | 19.08% | 14.93% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.38% | 12.16% |
| Sharp | 0.87% | 0.38% |
| Beta | 0.92% | 0.83% |
| Alpha | 2.08% | -3.20% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Name | R Janakiraman | Ajay Tyagi |
| Total AUM | ₹50034 Cr | ₹26424 Cr |
| Funds Managed | 8 | 1 |
| Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 3.16 | 16.58 |
| Large Cap | 74.6 | 52.25 |
| Small Cap | 8.04 | 11.71 |
| Mid Cap | 14.2 | 19.46 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 3.16 | 3.39 |
| Energy | 4.52 | - |
| Technology | 7.24 | 14.59 |
| Industrials | 12.87 | 6.85 |
| Financial Services | 28.41 | 23.63 |
| Healthcare | 8.04 | 10.83 |
| Basic Materials | 5.4 | 6.23 |
| Consumer Cyclical | 12.05 | 20.96 |
| Communication Services | 5.61 | 8.02 |
| Utilities | 5.74 | - |
| Consumer Defensive | 5.16 | 5.5 |
| Real Estate | 1.8 | - |
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