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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 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 1.42% 2.27%
6 Month 0.79% -0.73%
1 Year 7.19% 7.03%
3 Year 8.07% 10.4%
5 Year 11.97% 13.64%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 0.65% 0.79%
1 Year 4.19% 3.66%
3 Year 8.26% 10.42%
5 Year 8.66% 10.84%

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% 0.71%
Beta - 0.94%
Alpha - 1.61%

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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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