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	1.62%	2.28%
6 Month	-	1.29%
1 Year	6.6%	6.98%
3 Year	19.65%	18.17%
5 Year	27.6%	-

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%	-

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	0.83%	0.547%
Beta	0.87%	0.916%
Alpha	2.78%	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	5.19	2.2
Large Cap	79.7	74.03
Mid Cap	10.73	21.98
Small Cap	4.4	1.79

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