FRANKLIN INDIA EQUITY SAVINGS FUND vs UTI Conservative Hybrid Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon UTI Conservative Hybrid 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 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 Low to Moderate Moderate
Asset Size (Cr) ₹724 Cr ₹613 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 1.65
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 0.66% 0.65%
6 Month 3.8% 2.66%
1 Year 7.74% 9.8%
3 Year 6.38% 10.48%
5 Year 5.75% 10.98%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.42% 6.78%
3 Year 7.11% 11.49%
5 Year 6.23% 11.67%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 7.9% 10.77%
3 Year 8.64% 10.67%
5 Year 8.12% 10.46%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.12% 4.5%
Sharp 0.39% 0.76%
Beta 0.7% 0.92%
Alpha -0.69% 1.71%

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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
Fund Manage 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 -20.69 33.86
Large Cap 61.28 23.09
Mid Cap 4.16 0.68
Small Cap 0.83 0.17

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others -20.69 33.86
Petroleum Products 7.05 0.43
IT - Software 5.12 3.22
Cement & Cement Products 1.03 0.87
Construction 3.95 0.41
Finance 4.06 1.1
Ferrous Metals 0.13 -0.01
Banks 17.1 6.31
Diversified FMCG 3.69 1.26
Non - Ferrous Metals 0.05 0.18
Pharmaceuticals & Biotechnology 0.87 1.45
Aerospace & Defense 1.88 -
Automobiles 3.46 2.12
Telecom - Services 2.51 1.22
Consumer Durables 1.53 -
Agricultural Food & other Products 0.14 -
Oil 0.12 0.38
Power 6.42 1.45
Financial Technology (Fintech) 0.85 -
Healthcare Services 1.19 -
Transport Services 2.32 0.8
Transport Infrastructure 0.12 -
Retailing 0.72 -
Insurance 1.14 1
Leisure Services 0.26 -
Beverages 0.44 -
Commercial Services & Supplies 0.12 -
Personal Products - 0
Gas - 0.66
Diversified Metals - 0.8
Realty - 0.2
Consumable Fuels - 0.1
Minerals & Mining - -0.01

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