Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Focused Fund vs Franklin India Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Focused Equity Fund - Growth Plan

Invest Now

tortoise-icon UTI Focused Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
Fund Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12263 Cr ₹2552 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Jul 2007 25 Aug 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.24% 39.82%
Expense Ratio 1.78 1.98
Manager Sandeep Manam Deepesh Agarwal
ISIN Code INF090I01981 INF789F1AUY5
Exits Load Franklin India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Focused Fund - Regular Plan - 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 Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
1 Month 2.1% 4.37%
6 Month 16.04% 15.1%
1 Year -1.89% -4.55%
3 Year 16.52% 15.07%
5 Year 24.28% -

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
6 Month 4.29% 3.79%
1 Year 11.55% 9.67%
3 Year 15.42% 14.06%
5 Year 16.85% -

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
1 Year 12.17% 14.04%
3 Year 15.53% 15.12%
5 Year 17.45% -

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 11.81% 12.97%
Sharp 0.83% 0.51%
Beta 0.85% 0.91%
Alpha 2.01% -0.55%

Fund Managers

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
Name Sandeep Manam Deepesh Agarwal
Total AUM ₹74256 Cr ₹35015 Cr
Funds Managed 20 9
Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

UTI Focused Fund- Regular Plan - Growth Option

Others 4.76 5.8
Large Cap 78.39 70.41
Mid Cap 11.24 21.69
Small Cap 5.6 2.1

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

UTI Focused Fund- Regular Plan - Growth Option

Others 4.76 1.8
Energy 5.37 3.76
Consumer Defensive 4.3 7.55
Financial Services 35 31.59
Healthcare 8.78 6.04
Basic Materials 4.32 6
Industrials 9.72 12.35
Communication Services 6.01 4.79
Technology 5.13 9.04
Consumer Cyclical 13.15 10.46
Real Estate 3.47 2.29
Utilities - 4.33

Top Comparisons

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns16.89%

VS

360 ONE Focused Fund Regular-Growth 360 ONE Focused Fund Regular-Growth

3Y Returns16.61%

Compare Now

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns7.08%

VS

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns5.75%

Compare Now

Kotak Contra Fund - Growth Kotak Contra Fund - Growth

3Y Returns21.29%

VS

SBI Contra Fund Regular Plan Growth SBI Contra Fund Regular Plan Growth

3Y Returns20.13%

Compare Now

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns10.23%

VS

Nippon India Conservative Hybrid Fund - Regular - Growth Nippon India Conservative Hybrid Fund - Regular - Growth

3Y Returns8.91%

Compare Now
Add to Cart Successfully