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 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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