UTI vs Templeton India Equity Income Fund 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 Risk	Very High Risk
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	-2.8%	-3.47%
6 Month	-11.29%	-12.09%
1 Year	4.42%	10.84%
3 Year	17.47%	16.48%
5 Year	22.99%	19.28%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
6 Month	-	-
1 Year	-6.01%	-4.61%
3 Year	17.9%	18.84%
5 Year	22.53%	19.85%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
1 Year	-	13.58%
3 Year	-	14.16%
5 Year	-	12.92%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Standard Deviation	11.15%	13.05%
Sharp	0.86%	0.73%
Beta	0.77%	0.94%
Alpha	4.87%	3%

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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
Fund Manage	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	17.85	3.78
Small Cap	17.21	20.42
Large Cap	55.76	60.74
Mid Cap	9.17	14.87

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Others	17.85	3.78
Cement & Cement Products	1.14	-
IT - Software	13.97	13.42
Diversified FMCG	5.72	4.42
Banks	4.8	17.86
Realty	7.04	-
Transport Services	0.82	2.27
Fertilizers & Agrochemicals	1.16	1.69
Petroleum Products	5	1.26
Telecom - Services	0.82	1.15
Gas	6.9	2.15
Consumer Durables	2.1	3.49
Industrial Products	0.63	1.98
Oil	3.86	2.58
Personal Products	2.15	3.54
Aerospace & Defense	2.01	2.04
Capital Markets	1.86	4.9
Power	17.62	5.73
Consumable Fuels	3.21	1.94
Automobiles	1.33	5.58
Ferrous Metals	-	2.87
Pharmaceuticals & Biotechnology	-	9.46
Agricultural Food & other Products	-	1.52
Insurance	-	3.55
Finance	-	1.47
Auto Components	-	1.16