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) | ₹12669 Cr | ₹2638 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 | -1.48% | -1.13% |
| 6 Month | 3.33% | 1.54% |
| 1 Year | 2.34% | 2.44% |
| 3 Year | 14.94% | 14.69% |
| 5 Year | 18.75% | - |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.67% | 2.02% |
| 1 Year | 13.37% | 11.97% |
| 3 Year | 13.68% | 12.4% |
| 5 Year | 15.08% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.62% | 13.43% |
| 3 Year | 15.71% | 14.81% |
| 5 Year | 17.91% | - |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.81% | 12.89% |
| Sharp | 0.8% | 0.62% |
| Beta | 0.85% | 0.94% |
| Alpha | 0.89% | -0.10% |
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 | 3.28 | 8.79 |
| Large Cap | 79.41 | 67.74 |
| Mid Cap | 11.16 | 21.37 |
| Small Cap | 6.14 | 2.09 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.28 | 1.84 |
| Energy | 5.87 | 5.05 |
| Consumer Defensive | 2.74 | 3.04 |
| Financial Services | 34.44 | 31.94 |
| Healthcare | 8.76 | 5.93 |
| Basic Materials | 5.43 | 5.85 |
| Industrials | 10.36 | 13.03 |
| Communication Services | 6.4 | 3.98 |
| Technology | 6.37 | 11.17 |
| Consumer Cyclical | 13.13 | 13.72 |
| Real Estate | 3.23 | 2.63 |
| Utilities | - | 1.8 |
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