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UTI vs Templeton India Equity Income Fund 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 | 4.4% | 6.32% |
| 6 Month | -12.28% | -13.21% |
| 1 Year | 6.56% | 13.56% |
| 3 Year | 17.49% | 16.15% |
| 5 Year | 31.81% | 27.04% |
SIP Return Analysis
| 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% |
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 | 0.74% | 0.6% |
| Beta | 0.78% | 0.96% |
| Alpha | 4.47% | 2.37% |
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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 | 27 | 3.1 |
| Large Cap | 50.65 | 67.23 |
| Small Cap | 10.25 | 17.1 |
| Mid Cap | 12.1 | 12.57 |
Sector Allocation
| 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 |
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