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) | ₹18988 Cr | ₹25685 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 | -1.97% | -1.74% |
6 Month | 9.23% | 7.67% |
1 Year | 1.66% | 3.83% |
3 Year | 18.53% | 9.66% |
5 Year | 24.39% | 16.28% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|
6 Month | 2.37% | 2.57% |
1 Year | 3.54% | 3.19% |
3 Year | 16.48% | 11.36% |
5 Year | 17.99% | 10.18% |
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 | 12.59% | 12.32% |
Sharp | 1.03% | 0.38% |
Beta | 0.92% | 0.82% |
Alpha | 3.72% | -3.58% |
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 | - |
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