UTI vs Franklin India Flexi Cap Fund compare

Overview

Scheme Name	Franklin India Flexi Cap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Fund	Franklin India Flexi Cap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹17450 Cr	₹25924 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	29 Sep 1994	01 Aug 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	18.1%	8%
Expense Ratio	1.71	1.65
Manager	R Janakiraman	Ajay Tyagi
ISIN Code	INF090I01239	INF789F01513
Exits Load	Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Flexi Cap Fund - Growth	UTI Flexi Cap Fund - Growth Option
1 Month	-5.13%	-4.76%
6 Month	-4.35%	-1.04%
1 Year	13.24%	12.02%
3 Year	15.9%	4.96%
5 Year	20.44%	14.35%

Scheme Name	Franklin India Flexi Cap Fund - Growth	UTI Flexi Cap Fund - Growth Option
6 Month	-	-
1 Year	3.47%	7.71%
3 Year	20.45%	12.23%
5 Year	22.54%	13.47%

Scheme Name	Franklin India Flexi Cap Fund - Growth	UTI Flexi Cap Fund - Growth Option
1 Year	16.32%	13.92%
3 Year	19.1%	13.31%
5 Year	18.84%	14.78%

Scheme Name	Franklin India Flexi Cap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	12.16%	13.38%
Sharp	1.26%	-0.01%
Beta	0.91%	0.94%
Alpha	3.61%	-7.85%

Scheme Name	Franklin India Flexi Cap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Name	R Janakiraman	Ajay Tyagi
Total AUM	₹50034 Cr	₹26424 Cr
Fund Manage	8	1
	Franklin India Flexi Cap Fund - Growth	UTI Flexi Cap Fund - Growth Option

Scheme Name	Franklin India Flexi Cap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Others	3.15	4.36
Small Cap	10.73	10.77
Large Cap	71.36	54.79
Mid Cap	14.78	30.05

Scheme Name	Franklin India Flexi Cap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Others	3.15	4.36
Cement & Cement Products	4.8	1.21
Petroleum Products	3.68	-
IT - Software	10.52	12.79
Construction	4.43	-
Banks	24.64	17.04
Pharmaceuticals & Biotechnology	3.35	7.33
Ferrous Metals	0.91	-
Automobiles	4.31	2.87
Finance	1.16	5.59
Telecom - Services	6.09	2.06
Gas	0.97	-
Industrial Products	2.44	4.31
Agricultural Food & other Products	1.5	0.9
Consumer Durables	3.15	9.69
Aerospace & Defense	1.53	-
Financial Technology (Fintech)	1.34	-
Healthcare Services	2.05	3.55
Capital Markets	0.79	-
Chemicals & Petrochemicals	0.73	1.94
Household Products	1.22	-
Power	2.66	-
Retailing	2.37	14.57
Textiles & Apparels	1.56	0.94
Insurance	1.04	-
Leisure Services	2.75	1.34
Realty	1.07	-
Beverages	2.99	-
Auto Components	2.35	3.47
Commercial Services & Supplies	0.47	-
Personal Products	-	0.51
Electrical Equipment	-	0.3
Healthcare Equipment & Supplies	-	1.75
Food Products	-	0.98
Diversified	-	0.98
Fertilizers & Agrochemicals	-	1.49