UTI Focused Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹11553 Cr | ₹2563 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 | 1.78 | 1.98 |
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 | -0.41% | -1.63% |
6 Month | -9.52% | -10.58% |
1 Year | 6.87% | 6.57% |
3 Year | 14.51% | 13.31% |
5 Year | 18.37% | - |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -6.96% | -7.45% |
3 Year | 14.58% | 13.28% |
5 Year | 19.06% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 12.75% | 17.01% |
3 Year | 15.26% | 14.5% |
5 Year | 17.04% | - |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.81% | 13.63% |
Sharp | 0.59% | 0.547% |
Beta | 0.93% | 0.916% |
Alpha | 0.59% | 0.08% |
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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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