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) | ₹12147 Cr | ₹2602 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 | 2.87% | 3.29% |
6 Month | 2.54% | 3.91% |
1 Year | 1.21% | 1.83% |
3 Year | 21.32% | 19.52% |
5 Year | 24.49% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 8.31% | 8.59% |
1 Year | 9.33% | 9.03% |
3 Year | 16.96% | 16.2% |
5 Year | 18.68% | - |
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% | 13.89% |
Sharp | 0.95% | 0.93% |
Beta | 0.88% | 0.94% |
Alpha | 1.7% | -0.46% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.31 | 2.33 |
Large Cap | 78.42 | 74.11 |
Mid Cap | 11.06 | 21.51 |
Small Cap | 5.19 | 2.04 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 5.31 | 2.33 |
Petroleum Products | 5.38 | - |
Personal Products | 1.31 | - |
Diversified FMCG | 2.75 | - |
Banks | 30.78 | - |
Pharmaceuticals & Biotechnology | 8.64 | - |
Ferrous Metals | 3.31 | - |
Transport Services | 3.88 | - |
Agricultural, Commercial & Construction Vehicles | 0.68 | - |
Chemicals & Petrochemicals | 1.28 | - |
Industrial Products | 3.75 | - |
Consumer Durables | 0.54 | - |
Telecom - Services | 5.96 | - |
Financial Technology (Fintech) | 2.61 | - |
IT - Software | 5.99 | - |
Automobiles | 3.55 | - |
Realty | 3.18 | - |
Retailing | 5.66 | - |
Insurance | 3.01 | - |
Leisure Services | 2.41 | - |
Energy | - | 3.91 |
Industrials | - | 11.01 |
Technology | - | 9.55 |
Consumer Cyclical | - | 11.41 |
Healthcare | - | 5.55 |
Financial Services | - | 31.42 |
Basic Materials | - | 5.93 |
Consumer Defensive | - | 7.49 |
Real Estate | - | 2.36 |
Communication Services | - | 4.64 |
Utilities | - | 4.4 |
Top Comparisons
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns23.26%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns18.66%
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns20.43%
Quant Large and Mid Cap Fund-Growth
3Y Returns23.86%
Franklin India Large Cap Fund-Growth
3Y Returns17.44%
ICICI Prudential Large Cap Fund - Growth
3Y Returns22.47%
Mirae Asset Flexi Cap Fund - Regular Plan - Growth
3Y Returns0%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns23.26%