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) | ₹12263 Cr | ₹2552 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 | 2.1% | 4.37% |
6 Month | 16.04% | 15.1% |
1 Year | -1.89% | -4.55% |
3 Year | 16.52% | 15.07% |
5 Year | 24.28% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 4.29% | 3.79% |
1 Year | 11.55% | 9.67% |
3 Year | 15.42% | 14.06% |
5 Year | 16.85% | - |
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% | 12.97% |
Sharp | 0.83% | 0.51% |
Beta | 0.85% | 0.91% |
Alpha | 2.01% | -0.55% |
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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