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UTI Focused Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
1 Month 1.65% 1.71%
6 Month -2.82% -1.98%
1 Year 2.68% 2.63%
3 Year 20.83% 19.31%
5 Year 24.68% -

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
6 Month 6.46% 6.29%
1 Year 3.55% 3.07%
3 Year 15.93% 14.98%
5 Year 18.13% -

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
1 Year 12.44% 15.34%
3 Year 15.33% 14.49%
5 Year 17.24% -

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 0.95% 0.547%
Beta 0.88% 0.916%
Alpha 1.7% 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 5.86 2.2
Large Cap 79.22 74.03
Mid Cap 10.19 21.98
Small Cap 4.74 1.79

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

UTI Focused Fund- Regular Plan - Growth Option

Others 5.86 2.2
Petroleum Products 5.4 -
IT - Software 6.3 -
Personal Products 1.34 -
Diversified FMCG 2.79 -
Banks 30.95 -
Pharmaceuticals & Biotechnology 9.43 -
Ferrous Metals 2.93 -
Transport Services 3.69 -
Chemicals & Petrochemicals 1.24 -
Industrial Products 3.29 -
Consumer Durables 0.49 -
Telecom - Services 6.08 -
Financial Technology (Fintech) 2.44 -
Automobiles 3.58 -
Realty 2.97 -
Retailing 5.54 -
Auto Components 0.22 -
Insurance 2.8 -
Leisure Services 2.67 -
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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