- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹18727 Cr | ₹25509 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 | 1.95% | 4.12% |
| 6 Month | 14.23% | 16.15% |
| 1 Year | -1.91% | -0.02% |
| 3 Year | 18.71% | 11.2% |
| 5 Year | 24% | 15.81% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.94% | 4.91% |
| 1 Year | 7.19% | 12.43% |
| 3 Year | 16.48% | 13.61% |
| 5 Year | 17.67% | 11.21% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.92% | 13.78% |
| 3 Year | 19.1% | 13.1% |
| 5 Year | 19.04% | 14.88% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 12.24% |
| Sharp | 0.84% | 0.28% |
| Beta | 0.92% | 0.82% |
| Alpha | 3.34% | -3.02% |
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 | 5.48 | 16.57 |
| Large Cap | 72.9 | 51.8 |
| Small Cap | 8.63 | 11.36 |
| Mid Cap | 13 | 20.27 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 5.48 | 3.93 |
| Energy | 4.07 | - |
| Technology | 7.57 | 15.1 |
| Industrials | 11.1 | 6.5 |
| Financial Services | 28.9 | 23.94 |
| Healthcare | 7.87 | 11.36 |
| Basic Materials | 5.4 | 6.63 |
| Consumer Cyclical | 12.09 | 19.56 |
| Communication Services | 5.35 | 7.29 |
| Utilities | 5.56 | - |
| Consumer Defensive | 4.69 | 5.69 |
| Real Estate | 1.92 | - |
Top Comparisons
Templeton India Value Fund - Growth Plan
3Y Returns17.54%
HSBC Value Fund - Regular Growth
3Y Returns23.38%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19.81%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns16.47%
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
3Y Returns13.24%
Axis Children's Fund - Lock in - Growth
3Y Returns9.87%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.17%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns15.44%
