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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) | ₹19972 Cr | ₹24903 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 | -1.83% | -4.05% |
| 6 Month | -0.98% | -5.8% |
| 1 Year | 7.23% | 0.52% |
| 3 Year | 18.57% | 10.8% |
| 5 Year | 18.06% | 9.41% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | -3.77% | -6.95% |
| 1 Year | -2.64% | -9.01% |
| 3 Year | 10.14% | 4.86% |
| 5 Year | 13.75% | 6.15% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 16.91% | 13.27% |
| 3 Year | 18.59% | 12.93% |
| 5 Year | 17.37% | 14.9% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.16% | 13.38% |
| Sharp | 0.96% | 0.49% |
| Beta | 0.93% | 0.83% |
| Alpha | 1.64% | -3.12% |
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 | 8.89 | 16.07 |
| Large Cap | 70.88 | 52.99 |
| Small Cap | 7.9 | 11.31 |
| Mid Cap | 12.33 | 19.62 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 5.81 | 3.24 |
| Energy | 4.75 | - |
| Technology | 8.34 | 14.14 |
| Industrials | 13.99 | 6.82 |
| Financial Services | 28.59 | 24.03 |
| Healthcare | 6.68 | 10.85 |
| Basic Materials | 5.51 | 6.06 |
| Consumer Cyclical | 9.76 | 21.41 |
| Communication Services | 4.57 | 8.31 |
| Utilities | 4.87 | - |
| Consumer Defensive | 5.66 | 5.12 |
| Real Estate | 1.46 | - |
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