Franklin India Equity Advantage Fund vs UTI Large & Mid Cap Fund compare

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tortoise-icon Franklin India Equity Advantage Fund - Growth Plan

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tortoise-icon Franklin India Equity Advantage Fund - Growth Plan

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tortoise-icon UTI Large & Mid Cap 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 Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3510 Cr ₹3510 Cr ₹3441 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 05 Mar 2005 05 Mar 2005 01 Aug 2005
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI NIFTY LARGE MIDCAP 250 TRI NIFTY LARGE MIDCAP 250 TRI
Turn Over 72.19% 72.19% 32%
Expense Ratio 2 2 2.01
Manager R Janakiraman R Janakiraman V Srivatsa
ISIN Code INF090I01205 INF090I01205 INF789F01869
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed less than 1 year/365

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 7.08% 7.08% 6.2%
6 Month 28.4% 28.4% 30.44%
1 Year 38.87% 38.87% 48.34%
3 Year 17.4% 17.4% 23.48%
5 Year 20.79% 20.79% 25.74%

SIP Return Analysis

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - - -
1 Year 15.01% 15.01% 20.28%
3 Year 32.66% 32.66% 48.68%
5 Year 67.83% 67.83% 94.84%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 22.51% 22.51% 26.93%
3 Year 52.71% 52.71% 69.55%
5 Year 76.83% 76.83% 104.13%

Risk Management

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.77% 11.77% 12.33%
Sharp 0.8% 0.8% 1.22%
Beta 0.89% 0.89% 0.93%
Alpha -2.43% -2.43% 2.82%

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Fund Managers

Scheme Name Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name R Janakiraman R Janakiraman V Srivatsa
Total AUM ₹50034 Cr ₹50034 Cr ₹7921 Cr
Fund Manage 8 8 3
Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

Franklin India Equity Advantage Fund - Growth Plan

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 3.02 5.91 1.84
Large Cap 49.9 57.31 44.52
Mid Cap 41.17 36.78 36.43
Small Cap 5.92 - 11.62

Sector Allocation

Scheme Name

Franklin India Equity Advantage Fund - Growth Plan

Franklin India Equity Advantage Fund - Growth Plan

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 1.85 3.46 0.11
Automobile 19.52 9.51 -
Energy 3.04 5.92 -
Technology 8.34 9.27 -
Materials 2.23 - -
Construction 4.2 4.53 2.05
Healthcare 8.05 9.85 -
Metals & Mining 2.47 2.23 -
Financial 24.16 27.63 -
Consumer Staples 2.88 8.6 -
Insurance 1.9 3.53 4.7
Services 15.35 9.55 -
Consumer Discretionary 2.29 2.68 -
Chemicals 1.68 0.98 -
Textiles 2.05 - -
Capital Goods - 0.66 -
Communication - 1.6 -
Automobiles - - 3.96
Telecom - Services - - 4.43
Petroleum Products - - 2.77
IT - Software - - 9.17
Cement & Cement Products - - 1.97
Pharmaceuticals & Biotechnology - - 7.43
Transport Services - - 2.93
Non - Ferrous Metals - - 0.85
Banks - - 22.13
Healthcare Services - - 1.17
Gas - - 2.61
Diversified FMCG - - 3.51
Fertilizers & Agrochemicals - - 1.65
Diversified Metals - - 1.27
Realty - - 1.61
Ferrous Metals - - 1.14
Oil - - 1.32
Capital Markets - - 1.54
Consumer Durables - - 1.24
Textiles & Apparels - - 2.29
Other Consumer Services - - 0.52
Auto Components - - 1.66
Chemicals & Petrochemicals - - 0.8
Personal Products - - 1.58
Finance - - 3.75
Power - - 1.21
Paper, Forest & Jute Products - - 0.91
Leisure Services - - 2.13

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