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UTI vs Franklin India Flexi Cap Fund compare

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tortoise-icon Franklin India Flexi Cap Fund - Growth

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tortoise-icon UTI Flexi Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 -

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