Templeton India Equity Income Fund vs UTI compare
Templeton India Equity Income Fund-Growth Plan
UTI-Dividend Yield Fund.-Growth
Chart Comparison
Overview
Scheme Name | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
---|---|---|
Fund | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Very High |
Asset Size (Cr) | ₹2341 Cr | ₹3959 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 May 2006 | 15 May 2005 |
Category | Dividend Yield | Dividend Yield |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 26.34% | 13% |
Expense Ratio | 2.09 | 1.99 |
Manager | Sandeep Manam | Amit Kumar Premchandani |
ISIN Code | INF090I01957 | INF789F01463 |
Exits Load | Templeton India Equity Income Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Dividend Yield Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
---|---|---|
1 Month | 1.89% | 2.96% |
6 Month | -5.86% | -5.68% |
1 Year | 7.36% | 14.33% |
3 Year | 16.97% | 17.42% |
5 Year | 30.03% | 25.23% |
SIP Return Analysis
Scheme Name | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
---|---|---|
6 Month | -1.38% | -1.95% |
1 Year | -7.68% | -7.21% |
3 Year | 16.78% | 18.86% |
5 Year | 20.52% | 18.82% |
Rolling Lumpsum Returns
Scheme Name | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
---|---|---|
1 Year | 15.26% | 13.58% |
3 Year | 13.77% | 14.16% |
5 Year | 13.97% | 12.92% |
Risk Management
Scheme Name | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
---|---|---|
Standard Deviation | 11.15% | 13.05% |
Sharp | 0.72% | 0.58% |
Beta | 0.77% | 0.95% |
Alpha | 4.2% | 2.06% |
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Fund Managers
Scheme Name | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
---|---|---|
Name | Sandeep Manam | Amit Kumar Premchandani |
Total AUM | ₹74256 Cr | ₹13572 Cr |
Funds Managed | 20 | 3 |
Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
Market Cap
Scheme Name |
Templeton India Equity Income Fund-Growth Plan |
UTI-Dividend Yield Fund.-Growth |
---|---|---|
Others | 30.38 | 3.1 |
Large Cap | 48.8 | 67.23 |
Small Cap | 10.21 | 17.1 |
Mid Cap | 10.61 | 12.57 |
Sector Allocation
Scheme Name |
Templeton India Equity Income Fund-Growth Plan |
UTI-Dividend Yield Fund.-Growth |
---|---|---|
Others | 17.13 | 4.86 |
Technology | 21.22 | 15.06 |
Consumer Defensive | 9.69 | 8.96 |
Financial Services | 6.13 | 26.23 |
Basic Materials | 4.11 | 7.06 |
Industrials | 2.9 | 5.54 |
Energy | 13.11 | 6.11 |
Real Estate | 0.81 | - |
Communication Services | 1.89 | 1.3 |
Utilities | 19.36 | 7.42 |
Consumer Cyclical | 3.64 | 9.24 |
Healthcare | - | 8.21 |
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