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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) ₹12815 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 -1.51% -0.95%
6 Month 1.51% 0.19%
1 Year 4.79% 5.72%
3 Year 15.96% 15.74%
5 Year 19.22% -

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
6 Month 0.16% 0.13%
1 Year 9.42% 7.57%
3 Year 13.09% 11.73%
5 Year 14.97% -

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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