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) | ₹12303 Cr | ₹2579 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 | 1.21% | 1.75% |
| 6 Month | 7.35% | 6.8% |
| 1 Year | 3.7% | 1.77% |
| 3 Year | 16.72% | 16.01% |
| 5 Year | 23.55% | - |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.54% | 2.87% |
| 1 Year | 12.86% | 13.04% |
| 3 Year | 15.13% | 14.33% |
| 5 Year | 16.45% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12% | 13.43% |
| 3 Year | 15.65% | 14.81% |
| 5 Year | 17.65% | - |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.81% | 12.84% |
| Sharp | 0.86% | 0.60% |
| Beta | 0.86% | 0.92% |
| Alpha | 1.17% | -0.86% |
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 | 3.86 | 8.76 |
| Large Cap | 79.37 | 67.97 |
| Mid Cap | 11.26 | 21.09 |
| Small Cap | 5.52 | 2.19 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.86 | 3.33 |
| Energy | 5.32 | 3.89 |
| Consumer Defensive | 4.23 | 6.55 |
| Financial Services | 34.22 | 31.28 |
| Healthcare | 8.42 | 5.71 |
| Basic Materials | 4.57 | 5.93 |
| Industrials | 10.61 | 11.7 |
| Communication Services | 5.95 | 4.7 |
| Technology | 6.1 | 8.84 |
| Consumer Cyclical | 13.33 | 11.31 |
| Real Estate | 3.37 | 2.41 |
| Utilities | - | 4.34 |
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