UTI vs Franklin India Flexi Cap Fund compare
                                 Franklin India Flexi Cap Fund - Growth
                                Franklin India Flexi Cap Fund - Growth
                            
                                 UTI Flexi Cap Fund - Growth Option
                                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 | 2.02% | 0.53% | 
| 6 Month | 5.24% | 5.17% | 
| 1 Year | 3.15% | 3.86% | 
| 3 Year | 18.93% | 11.64% | 
| 5 Year | 23.66% | 15.06% | 
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option | 
|---|---|---|
| 6 Month | 1.9% | 1.8% | 
| 1 Year | 10.76% | 10.42% | 
| 3 Year | 16.69% | 12.76% | 
| 5 Year | 17.68% | 10.66% | 
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 | 12.52% | 12.11% | 
| Sharp | 0.90% | 0.33% | 
| Beta | 0.93% | 0.82% | 
| Alpha | 2.54% | -3.70% | 
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 | 16.55 | 
| Large Cap | 74.6 | 52.41 | 
| Small Cap | 8.04 | 11.77 | 
| Mid Cap | 14.2 | 19.26 | 
Sector Allocation
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option | 
|---|---|---|
| Others | 3.16 | 3.51 | 
| Energy | 4.52 | - | 
| Technology | 7.24 | 14.11 | 
| Industrials | 12.87 | 6.8 | 
| Financial Services | 28.41 | 23.78 | 
| Healthcare | 8.04 | 10.99 | 
| Basic Materials | 5.4 | 6.32 | 
| Consumer Cyclical | 12.05 | 20.97 | 
| Communication Services | 5.61 | 7.58 | 
| Utilities | 5.74 | - | 
| Consumer Defensive | 5.16 | 5.96 | 
| Real Estate | 1.8 | - | 
Top Comparisons
                                                 LIC MF Small Cap Fund Regular - Growth
                                                LIC MF Small Cap Fund Regular - Growth
                                            
3Y Returns17.77%
                                                 Quant Small Cap Fund Regular Growth
                                                 Quant Small Cap Fund Regular Growth
                                            
3Y Returns24.48%
                                                 ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
                                                ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
                                            
3Y Returns17.11%
                                                 NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
                                                 NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
                                            
3Y Returns18.61%
                                                 HDFC Arbitrage Fund - Wholesale Growth Option
                                                HDFC Arbitrage Fund - Wholesale Growth Option
                                            
3Y Returns7.06%
                                                 HSBC Arbitrage Fund - Regular Growth
                                                 HSBC Arbitrage Fund - Regular Growth
                                            
3Y Returns6.83%
                                                 ICICI Prudential Large & Mid Cap Fund - Growth
                                                ICICI Prudential Large & Mid Cap Fund - Growth
                                            
3Y Returns22.22%
                                                 Kotak Large & Midcap Fund - Growth
                                                 Kotak Large & Midcap Fund - Growth
                                            
3Y Returns19.66%
 
                             
            