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) ₹625 Cr ₹382 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2018 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over % 387%
Expense Ratio 1.12 1.51
Manager V Srivatsa
ISIN Code INF090I01PA3 INF789F1A744
Exits Load Nil/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.86% 1.72%
6 Month 6.03% 7.88%
1 Year 12.28% 15.8%
3 Year 8.2% 11.15%
5 Year 9.28% 11.74%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.15% 7.36%
3 Year 13.73% 20.43%
5 Year 26.33% 36.16%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.17% 11.45%
3 Year 21.43% 28.46%
5 Year 27.42% 37.42%

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% 0.9%
Beta 0.7% 0.91%
Alpha -0.69% 2.11%

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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 33.96 33.57
Large Cap 60.7 63.15
Mid Cap 3.21 3.26
Small Cap 2.16 -

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 58.87 51.76
Automobile 0.45 2.81
Services 2.16 0.97
Technology 2.81 2.33
Consumer Staples 0.54 1.34
Healthcare 0.46 0.92
Materials 0.38 1.07
Energy 0.99 3.4
Financial 21.57 8.72
Insurance 0.25 0.45
Consumer Discretionary 0.64 -
Capital Goods 1.75 -
Communication 0.97 1.5
Sovereign 6.97 22.75
Construction 1.22 1.08
Metals & Mining - 0.88

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