UTI vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
UTI Flexi Cap Fund - Growth Option
Chart Comparison
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) | ₹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 | 3.61% | 3.34% |
6 Month | -4.29% | -3.33% |
1 Year | 12.43% | 14.85% |
3 Year | 17.98% | 8.51% |
5 Year | 28.7% | 20.66% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|
6 Month | 0.73% | -0.32% |
1 Year | -1.35% | -0.66% |
3 Year | 18.83% | 11.38% |
5 Year | 20.47% | 11.4% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|
1 Year | 16.32% | 14.12% |
3 Year | 18.99% | 13.17% |
5 Year | 18.92% | 14.82% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 13.548% | 14.334% |
Sharp | 0.672% | 0.03% |
Beta | 0.914% | 0.9% |
Alpha | 2.972% | -5.578% |
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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 |
Funds Managed | 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 | 3.7 | 4.19 |
Large Cap | 70.55 | 60.78 |
Mid Cap | 16.71 | 23.42 |
Small Cap | 9.03 | 11.6 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
UTI Flexi Cap Fund - Growth Option |
---|---|---|
Others | 4.59 | 4.19 |
Energy | 2.93 | - |
Technology | 10.25 | 15.25 |
Industrials | 11.6 | 6.13 |
Financial Services | 28.3 | 25.21 |
Healthcare | 7.12 | 11.29 |
Basic Materials | 4.6 | 6.76 |
Consumer Cyclical | 12.68 | 19.16 |
Communication Services | 6.22 | 6.56 |
Utilities | 3.95 | - |
Consumer Defensive | 5.53 | 5.44 |
Real Estate | 2.22 | - |
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