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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 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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