Templeton India Equity Income Fund vs UTI compare

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Templeton India Equity Income Fund-Growth Plan

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UTI-Dividend Yield Fund.-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
1 Month	4.04%	5.13%
6 Month	-12.36%	-13.74%
1 Year	6.13%	11.13%
3 Year	17.13%	15.01%
5 Year	31.34%	26.76%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
6 Month	-3.78%	-5.2%
1 Year	-8.62%	-7.45%
3 Year	17.31%	19.29%
5 Year	21.31%	19.39%

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%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Standard Deviation	11.15%	13.05%
Sharp	0.74%	0.6%
Beta	0.78%	0.96%
Alpha	4.47%	2.37%

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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

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Others	27	3.1
Large Cap	50.65	67.23
Small Cap	10.25	17.1
Mid Cap	12.1	12.57

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Others	14.57	3.1
Technology	21.3	15.06
Consumer Defensive	9.89	8.96
Financial Services	6.7	27.99
Basic Materials	4.18	7.06
Industrials	3.3	5.54
Energy	13.48	6.11
Real Estate	0.8	-
Communication Services	1.86	1.3
Utilities	20.32	7.42
Consumer Cyclical	3.62	9.24
Healthcare	-	8.21