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UTI vs Franklin India Flexi Cap Fund compare

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tortoise-icon Franklin India Flexi Cap Fund - Growth

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tortoise-icon UTI Flexi Cap Fund - 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 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 Risk Very High Risk
Asset Size (Cr) ₹17203 Cr ₹25096 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 1.69
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

Trailing Lumpsum Returns

Scheme Name Franklin India Flexi Cap Fund - Growth UTI Flexi Cap Fund - Growth Option
1 Month -2.83% -1.62%
6 Month -9.16% -6.25%
1 Year 6.52% 10.17%
3 Year 15.85% 6.94%
5 Year 19.8% 12.99%

SIP Return Analysis

Scheme Name Franklin India Flexi Cap Fund - Growth UTI Flexi Cap Fund - Growth Option
6 Month - -
1 Year -6.48% -0.75%
3 Year 16.86% 9.9%
5 Year 20.48% 11.88%

Rolling Lumpsum Returns

Scheme Name Franklin India Flexi Cap Fund - Growth UTI Flexi Cap Fund - Growth Option
1 Year 16.43% 14.12%
3 Year 19.06% 13.17%
5 Year 18.9% 14.82%

Risk Management

Scheme Name Franklin India Flexi Cap Fund - Growth UTI Flexi Cap Fund - Growth Option
Standard Deviation 13.233% 14.037%
Sharp 0.74% 0.083%
Beta 0.93% 0.918%
Alpha 2.269% -6.197%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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