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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.62% | 2.28% |
6 Month | - | 1.29% |
1 Year | 6.6% | 6.98% |
3 Year | 19.65% | 18.17% |
5 Year | 27.6% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 5.18% | 5.65% |
1 Year | 3.27% | 3.25% |
3 Year | 17.17% | 16.32% |
5 Year | 19.02% | - |
Rolling Lumpsum Returns
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% | - |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.81% | 13.63% |
Sharp | 0.83% | 0.547% |
Beta | 0.87% | 0.916% |
Alpha | 2.78% | 0.08% |
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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 | 5.19 | 2.2 |
Large Cap | 79.7 | 74.03 |
Mid Cap | 10.73 | 21.98 |
Small Cap | 4.4 | 1.79 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 5.19 | 2.2 |
Petroleum Products | 5.15 | - |
IT - Software | 6.91 | - |
Cement & Cement Products | 0.8 | - |
Personal Products | 1.47 | - |
Diversified FMCG | 2.68 | - |
Banks | 30.41 | - |
Pharmaceuticals & Biotechnology | 9.3 | - |
Ferrous Metals | 3.38 | - |
Transport Services | 3.48 | - |
Chemicals & Petrochemicals | 1.34 | - |
Industrial Products | 3.42 | - |
Consumer Durables | 0.5 | - |
Telecom - Services | 5.93 | - |
Financial Technology (Fintech) | 2.51 | - |
Automobiles | 3.54 | - |
Realty | 2.89 | - |
Retailing | 5.06 | - |
Auto Components | 0.75 | - |
Insurance | 2.71 | - |
Leisure Services | 2.6 | - |
Energy | - | 2.9 |
Industrials | - | 10.39 |
Technology | - | 11.08 |
Healthcare | - | 5.83 |
Financial Services | - | 32.25 |
Basic Materials | - | 5.06 |
Consumer Defensive | - | 7.15 |
Consumer Cyclical | - | 11.33 |
Real Estate | - | 2.62 |
Communication Services | - | 5.15 |
Utilities | - | 4.04 |
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