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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderate |
| Asset Size (Cr) | ₹724 Cr | ₹650 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2018 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | % | 387% |
| Expense Ratio | 1.12 | 1.64 |
| Manager | V Srivatsa | |
| ISIN Code | INF090I01PA3 | INF789F1A744 |
| Exits Load | Data not available./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.01% | 3% |
| 6 Month | 1.66% | 1.51% |
| 1 Year | 7.5% | 8.24% |
| 3 Year | 7.65% | 10.42% |
| 5 Year | 11.2% | 13.1% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 2.3% |
| 1 Year | 5.24% | 5.77% |
| 3 Year | 8.57% | 10.92% |
| 5 Year | 8.71% | 11.03% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.95% | 10.67% |
| 3 Year | 8.49% | 10.51% |
| 5 Year | 8.33% | 10.63% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.684% | 4.5% |
| Sharp | 0.321% | 0.58% |
| Beta | - | 0.93% |
| Alpha | - | 1.5% |
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Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | V Srivatsa | |
| Total AUM | ₹7921 Cr | |
| Funds Managed | 3 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.75 | 33.21 |
| Large Cap | 59.33 | 62.93 |
| Mid Cap | 6.88 | 3.86 |
| Small Cap | 1.05 | - |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.75 | 32.7 |
| Energy | 7.14 | 3.63 |
| Technology | 7 | 7.79 |
| Basic Materials | 1.28 | 8.43 |
| Industrials | 7.39 | 2.32 |
| Financial Services | 24.46 | 24.76 |
| Consumer Defensive | 2.56 | 2.03 |
| Healthcare | 2.2 | 2.31 |
| Consumer Cyclical | 6.39 | 9.63 |
| Communication Services | 5.23 | 3.53 |
| Utilities | 3.6 | 2.34 |
| Real Estate | - | 0.53 |
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