UTI Focused Fund vs Franklin India Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Focused Equity Fund - Growth Plan

Invest Now

tortoise-icon UTI Focused Fund- Regular Plan - Growth Option

Invest Now

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) ₹12198 Cr ₹2739 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 1.94
Manager Sandeep Manam Deepesh Agarwal
ISIN Code INF090I01981 INF789F1AUY5
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
1 Month 5.63% 3.3%
6 Month 23.24% 22.04%
1 Year 36.94% 40.5%
3 Year 20.5% 17.3%
5 Year 23.4% -

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 17.62% 16.06%
3 Year 41.15% 35.77%
5 Year 84.06% 35.77%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan UTI Focused Fund- Regular Plan - Growth Option
1 Year 24.6% 17.18%
3 Year 63% 40.53%
5 Year 90.59% 40.53%

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 1.1% 0.81%
Beta 0.88% 0.83%
Alpha 3.26% -1.27%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.12 1.75
Large Cap 73.36 79.14
Mid Cap 18.09 19.08
Small Cap 5.46 -

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

UTI Focused Fund- Regular Plan - Growth Option

Others 2.9 1.68
Financial 28.83 26.46
Energy 5 6
Technology 7.07 9.05
Materials 2.29 3.76
Consumer Staples 1.97 6.27
Construction 8.93 3.34
Healthcare 8.9 5.64
Metals & Mining 3.14 1.84
Chemicals 1.47 1.9
Capital Goods 6.08 8.13
Communication 5.04 4.28
Services 9.85 10.12
Automobile 7.02 9.01
Insurance 1.54 2.49

Top Comparisons

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns12.29%

VS

Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G) Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)

3Y Returns0%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns5.97%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.03%

Compare Now

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns27.02%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns23.63%

Compare Now

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns9.81%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.24%

Compare Now
Request call back
Add to Cart Successfully