UTI Focused Fund vs Franklin India Focused Equity Fund compare

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Franklin India Focused Equity Fund - Growth Plan

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UTI Focused Fund- Regular Plan - 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 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)	₹11553 Cr	₹2563 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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	UTI Focused Fund- Regular Plan - Growth Option
1 Month	4.82%	3.08%
6 Month	-1.64%	-3.47%
1 Year	6.23%	5.82%
3 Year	17.53%	15.65%
5 Year	25.59%	-

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	UTI Focused Fund- Regular Plan - Growth Option
6 Month	1.11%	1.58%
1 Year	-4.33%	-4.55%
3 Year	15.45%	14.42%
5 Year	18.47%	-

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	UTI Focused Fund- Regular Plan - Growth Option
1 Year	12.63%	17.01%
3 Year	15.24%	14.5%
5 Year	17.1%	-

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	11.81%	13.63%
Sharp	0.58%	0.547%
Beta	0.87%	0.916%
Alpha	1.68%	0.08%

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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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	UTI Focused Fund- Regular Plan - Growth Option
Others	4.35	2.2
Large Cap	78.62	74.03
Mid Cap	12.48	21.98
Small Cap	4.55	1.79

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	UTI Focused Fund- Regular Plan - Growth Option
Others	4.35	2.2
Energy	5.06	2.9
Technology	7.26	11.08
Basic Materials	6.06	5.06
Consumer Defensive	4.2	7.15
Financial Services	35.09	32.25
Healthcare	9.19	5.83
Industrials	7.37	10.39
Communication Services	5.61	5.15
Consumer Cyclical	12.84	11.33
Real Estate	2.96	2.62
Utilities	-	4.04