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Templeton India Equity Income Fund vs UTI compare
Franklin India Dividend Yield Fund - Growth Plan
UTI-Dividend Yield Fund.-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Fund | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
| Investment Plan | Growth | Dividend |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2384 Cr | ₹3936 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 | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Month | 0.64% | 0.42% |
| 6 Month | 0.42% | 2.37% |
| 1 Year | 1.71% | 5.33% |
| 3 Year | 17.73% | 21.12% |
| 5 Year | 19.73% | 18.5% |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 1.98% | 2.67% |
| 1 Year | 6.09% | 11.65% |
| 3 Year | 11.62% | 15.99% |
| 5 Year | 15.07% | 16.63% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 14.31% | 12.45% |
| 3 Year | 14.23% | 14.6% |
| 5 Year | 14.5% | 13.17% |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.05% |
| Sharp | 0.86% | 1.01% |
| Beta | 0.79% | 0.94% |
| Alpha | 2.57% | 3.94% |
Fund Managers
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Name | Sandeep Manam | Amit Kumar Premchandani |
| Total AUM | ₹74256 Cr | ₹13572 Cr |
| Funds Managed | 20 | 3 |
| Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
Market Cap
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 21.33 | 8.84 |
| Small Cap | 14.29 | 14.74 |
| Large Cap | 55.89 | 67.86 |
| Mid Cap | 8.5 | 8.56 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 3.86 | 1.97 |
| Utilities | 16.31 | 5.45 |
| Technology | 14.53 | 14.67 |
| Financial Services | 11.17 | 28.87 |
| Consumer Defensive | 11.58 | 6.06 |
| Real Estate | 9.97 | 4.19 |
| Basic Materials | 4.84 | 3.61 |
| Industrials | 6.55 | 5.66 |
| Energy | 11.25 | 6.13 |
| Communication Services | 2.38 | 3.71 |
| Consumer Cyclical | 7.55 | 11.04 |
| Healthcare | - | 8.64 |
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