UTI Conservative Hybrid Fund vs Franklin India Debt Hybrid Fund compare
Franklin India Debt Hybrid Fund - Growth
Franklin India Debt Hybrid Fund - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹199 Cr | ₹199 Cr | ₹1633 Cr |
Min Investment | ₹10000 | ₹10000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 28 Sep 2000 | 28 Sep 2000 | 16 Dec 2003 |
Category | Conservative | Conservative | Conservative |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 24.24% | 49% | 32% |
Expense Ratio | 1.4 | 1.4 | 1.81 |
Manager | Sandeep Manam | Sandeep Manam | Amit Kumar Premchandani |
ISIN Code | INF090I01EA7 | INF090I01EA7 | INF789F01893 |
Exits Load | Data not available./365 | Data not available./365 | UTI Conservative Hybrid 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 Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 3.31% | 3.31% | 3.12% |
6 Month | 2.16% | 2.16% | 1.44% |
1 Year | 9.35% | 9.35% | 11.27% |
3 Year | 9.11% | 9.11% | 9.48% |
5 Year | 9.66% | 9.66% | 12.3% |
SIP Return Analysis
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 1.33% | 1.33% | 1.25% |
1 Year | 4.97% | 4.97% | 5.02% |
3 Year | 9.45% | 9.45% | 9.95% |
5 Year | 8.67% | 8.67% | 9.8% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 9.3% | 9.3% | 9.83% |
3 Year | 8.37% | 8.37% | 9.34% |
5 Year | 8.77% | 8.77% | 9.33% |
Risk Management
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 3.684% | 3.684% | 4.158% |
Sharp | 0.461% | 0.461% | 0.455% |
Beta | 1.005% | 1.005% | 1.159% |
Alpha | 0.733% | 0.733% | 0.778% |
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Fund Managers
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Sandeep Manam | Sandeep Manam | Amit Kumar Premchandani |
Total AUM | ₹74256 Cr | ₹74256 Cr | ₹13572 Cr |
Funds Managed | 20 | 20 | 3 |
Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Debt Hybrid Fund - Growth |
Franklin India Debt Hybrid Fund - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 75.78 | 75.78 | 78.71 |
Large Cap | 17.46 | 17.46 | 14.48 |
Mid Cap | 2.87 | 2.87 | 3.88 |
Small Cap | 3.89 | 3.89 | 2.92 |
Sector Allocation
Scheme Name |
Franklin India Debt Hybrid Fund - Growth |
Franklin India Debt Hybrid Fund - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 76.03 | 76.03 | 78.71 |
Energy | 0.89 | 0.89 | 1.23 |
Technology | 2.54 | 2.54 | 2.49 |
Industrials | 2.64 | 2.64 | 1.1 |
Consumer Defensive | 1.21 | 1.21 | 0.75 |
Financial Services | 7.67 | 7.67 | 7.2 |
Healthcare | 1.56 | 1.56 | 1.67 |
Basic Materials | 1.17 | 1.17 | 2.1 |
Communication Services | 1.4 | 1.4 | 1.33 |
Utilities | 1.14 | 1.14 | 0.56 |
Consumer Cyclical | 3.52 | 3.52 | 2.55 |
Real Estate | 0.22 | 0.22 | 0.32 |
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