UTI Focused Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon UTI Focused Fund- Regular Plan - 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 Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
Fund Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12068 Cr ₹2687 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Jul 2007 25 Aug 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.24% 39.82%
Expense Ratio 1.76 1.95
Manager Sandeep Manam Deepesh Agarwal
ISIN Code INF090I01981 INF789F1AUY5
Exits Load Franklin India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Focused Fund - Regular Plan - 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 Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
1 Month 0.61% -0.74%
6 Month 1.28% -1.65%
1 Year 21.46% 15.71%
3 Year 18.06% 14.08%
5 Year 20.16% -

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 10.87% 5.8%
3 Year 20.9% 17.94%
5 Year 22.91% -

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
1 Year 12.6% 17.21%
3 Year 15.23% 16.74%
5 Year 16.85% -

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 11.81% 12.68%
Sharp 0.87% 0.81%
Beta 0.9% 0.83%
Alpha 2.34% -1.27%

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Fund Managers

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
Name Sandeep Manam Deepesh Agarwal
Total AUM ₹74256 Cr ₹35015 Cr
Fund Manage 20 9
Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

UTI Focused Fund- Regular Plan - Growth Option

Others 5.14 1.75
Small Cap 4.04 -
Large Cap 76.39 79.14
Mid Cap 14.45 19.08

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

UTI Focused Fund- Regular Plan - Growth Option

Others 5.14 1.68
Realty 3.3 -
Petroleum Products 5.93 -
IT - Software 5.82 -
Cement & Cement Products 1.58 -
Personal Products 1.12 -
Diversified FMCG 2.83 -
Banks 28.65 -
Pharmaceuticals & Biotechnology 9.58 -
Ferrous Metals 3.08 -
Transport Services 2.99 -
Chemicals & Petrochemicals 1.68 -
Industrial Products 4.66 -
Consumer Durables 0.74 -
Telecom - Services 5.21 -
Financial Technology (Fintech) 3.24 -
Automobiles 2.94 -
Retailing 4.71 -
Auto Components 2.1 -
Insurance 2.57 2.49
Leisure Services 2.15 -
Financial - 26.46
Energy - 6
Materials - 3.76
Technology - 9.05
Healthcare - 5.64
Metals & Mining - 1.84
Consumer Staples - 6.27
Automobile - 9.01
Capital Goods - 8.13
Services - 10.12
Construction - 3.34
Communication - 4.28
Chemicals - 1.9

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