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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) ₹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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