FRANKLIN INDIA EQUITY SAVINGS FUND vs UTI Conservative Hybrid Fund compare
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 Risk |
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 | 0.27% | 0.16% |
6 Month | 1.11% | -0.18% |
1 Year | 6.85% | 6.89% |
3 Year | 7.56% | 9.99% |
5 Year | 8.59% | 10.92% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 4.59% | 3.43% |
3 Year | 8.26% | 10.29% |
5 Year | 8.86% | 10.94% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.15% | 10.67% |
3 Year | 8.53% | 10.51% |
5 Year | 8.27% | 10.63% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.976% | 4.5% |
Sharp | 0.192% | 0.66% |
Beta | - | 0.95% |
Alpha | - | 1.2% |
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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 | -23.85 | 33.86 |
Large Cap | 57.7 | 23.09 |
Mid Cap | 7.22 | 0.68 |
Small Cap | 1.19 | 0.17 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | -23.85 | 33.86 |
Petroleum Products | 6.99 | 0.43 |
IT - Software | 4.98 | 3.22 |
Cement & Cement Products | 0.99 | 0.87 |
Construction | 4.05 | 0.41 |
Ferrous Metals | 0.13 | -0.01 |
Finance | 4.7 | 1.1 |
Banks | 16.96 | 6.31 |
Diversified FMCG | 1.39 | 1.26 |
Non - Ferrous Metals | 0.14 | 0.18 |
Pharmaceuticals & Biotechnology | 0.93 | 1.45 |
Aerospace & Defense | 1.92 | - |
Automobiles | 3.89 | 2.12 |
Telecom - Services | 4.85 | 1.22 |
Consumer Durables | 1.8 | - |
Agricultural Food & other Products | 0.14 | - |
Beverages | 1.2 | - |
Oil | 0.11 | 0.38 |
Power | 3.51 | 1.45 |
Financial Technology (Fintech) | 1.08 | - |
Healthcare Services | 1.27 | - |
Transport Services | 2.68 | 0.8 |
Transport Infrastructure | 0.11 | - |
Retailing | 0.85 | - |
Insurance | 1 | 1 |
Leisure Services | 0.31 | - |
Commercial Services & Supplies | 0.13 | - |
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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