Franklin India Equity Advantage Fund vs UTI Large & Mid Cap Fund compare
Franklin India Equity Advantage Fund - Growth Plan
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹3370 Cr | ₹4047 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 02 Mar 2005 | 30 Jul 2005 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 72.19% | 32% |
Expense Ratio | 2.02 | 1.9 |
Manager | R Janakiraman | V Srivatsa |
ISIN Code | INF090I01205 | INF789F01869 |
Exits Load | Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Large & Mid Cap Fund - 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 Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -3.65% | -3.89% |
6 Month | -9.4% | -10.36% |
1 Year | 7.87% | 11.22% |
3 Year | 12.51% | 18.93% |
5 Year | 15.85% | 21.01% |
SIP Return Analysis
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -5.41% | -4.63% |
3 Year | 13.87% | 19.95% |
5 Year | 17.07% | 22.4% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.84% | 9.5% |
3 Year | 12.55% | 9.15% |
5 Year | 13.6% | 10.86% |
Risk Management
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.683% | 12.33% |
Sharp | 0.487% | 0.87% |
Beta | 0.95% | 0.94% |
Alpha | -0.728% | 2.49% |
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Fund Managers
Scheme Name | Franklin India Equity Advantage Fund - Growth Plan | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | R Janakiraman | V Srivatsa |
Total AUM | ₹50034 Cr | ₹7921 Cr |
Fund Manage | 8 | 3 |
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 |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.19 | 5.17 |
Large Cap | 49.77 | 45.28 |
Mid Cap | 36.75 | 37.38 |
Small Cap | 9.28 | 12.2 |
Sector Allocation
Scheme Name |
Franklin India Equity Advantage Fund - Growth Plan |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.19 | 5.17 |
Petroleum Products | 2.89 | 1.73 |
IT - Software | 9.54 | 9.63 |
Cement & Cement Products | 3.02 | 2.96 |
Construction | 3.2 | 1.73 |
Finance | 6.11 | 4.84 |
Healthcare Services | 4.15 | 1.43 |
Banks | 16.76 | 20.76 |
Pharmaceuticals & Biotechnology | 5.34 | 6.78 |
Auto Components | 6.9 | 1.74 |
Automobiles | 5.77 | 2.85 |
Personal Products | 1.98 | 0.68 |
Transport Services | 2.1 | 2.93 |
Insurance | 3.53 | 5.66 |
Agricultural Food & other Products | 1.75 | - |
Agricultural, Commercial & Construction Vehicles | 0.89 | - |
Power | 3.46 | 1.61 |
Industrial Products | 3.27 | 0.35 |
Capital Markets | 1.67 | 2.48 |
Realty | 3.86 | 1.63 |
Fertilizers & Agrochemicals | 1.52 | 1.4 |
Retailing | 2.75 | - |
Leisure Services | 2.59 | 2.22 |
Food Products | 1.21 | - |
Transport Infrastructure | 1.54 | - |
Telecom - Services | - | 5.34 |
Textiles & Apparels | - | 2.2 |
Gas | - | 1.98 |
Diversified FMCG | - | 3.74 |
Diversified Metals | - | 2.53 |
Ferrous Metals | - | 1.22 |
Consumer Durables | - | 1.34 |
Other Consumer Services | - | 0.83 |
Chemicals & Petrochemicals | - | 0.74 |
Entertainment | - | 0.89 |
Paper, Forest & Jute Products | - | 0.64 |
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