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UTI Focused Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹12421 Cr | ₹2590 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 | -1.18% | -1.2% |
| 6 Month | 12.53% | 11.27% |
| 1 Year | -3.02% | -6.62% |
| 3 Year | 16.68% | 13.98% |
| 5 Year | 22.17% | - |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.79% | 0.15% |
| 1 Year | 4.67% | 1.08% |
| 3 Year | 14.09% | 12.06% |
| 5 Year | 16.66% | - |
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% | 13.04% |
| Sharp | 0.97% | 0.65% |
| Beta | 0.85% | 0.91% |
| Alpha | 1.91% | -0.68% |
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 |
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