UTI vs Templeton India Equity Income Fund compare
Templeton India Equity Income Fund-Growth Plan
UTI-Dividend Yield Fund.-Growth
Chart Comparison
| 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 | Very High | Very High |
| Asset Size (Cr) | ₹2326 Cr | ₹4072 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 May 2006 | 03 May 2005 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Div Opps 50 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 | Exit load of 1% if redeemed within 1 year/365 | Exit load of 1% if redeemed less than 1 year/365 |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Month | -6.78% | -6.21% |
| 6 Month | 4.98% | 11.64% |
| 1 Year | 33.71% | 37.12% |
| 3 Year | 18.43% | 16.34% |
| 5 Year | 24.45% | 21.23% |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 20.44% | 30.38% |
| 3 Year | 25.94% | 28.33% |
| 5 Year | 27.47% | 25.54% |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 15.23% | 13.16% |
| 3 Year | 13.53% | 14.01% |
| 5 Year | 13.82% | 12.87% |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.05% |
| Sharp | 1.1% | 0.81% |
| Beta | 0.82% | 0.95% |
| Alpha | 0.48% | 2.83% |
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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 | 26.94 | 2.12 |
| Small Cap | 12.52 | 19.51 |
| Large Cap | 46.87 | 65.78 |
| Mid Cap | 13.66 | 12.59 |
| Scheme Name |
Templeton India Equity Income Fund-Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 7.75 | 1.87 |
| Materials | 7.3 | 3.33 |
| Energy | 38.85 | 16.09 |
| Technology | 10.89 | 12.37 |
| Consumer Staples | 10.33 | 9.88 |
| Financial | 5.67 | 18.48 |
| Construction | 5.78 | - |
| Chemicals | 3.98 | 2.01 |
| Capital Goods | 7.3 | 6.02 |
| Automobile | 0.84 | 7.78 |
| Communication | 0.6 | - |
| Textiles | 0.7 | - |
| Healthcare | - | 9.76 |
| Metals & Mining | - | 3.1 |
| Services | - | 2.71 |
| Consumer Discretionary | - | 3.26 |
| Insurance | - | 3.34 |
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