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 |
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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