Franklin India Debt Hybrid Fund vs UTI Conservative Hybrid Fund compare
Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative 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) | ₹203 Cr | ₹203 Cr | ₹1690 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 Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 1.01% | 1.01% | 1.03% |
| 6 Month | 3.02% | 3.02% | 2.55% |
| 1 Year | 6.59% | 6.59% | 5.7% |
| 3 Year | 9.88% | 9.88% | 10.13% |
| 5 Year | 8.85% | 8.85% | 10.46% |
SIP Return Analysis
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.28% | 1.28% | 1.24% |
| 1 Year | 7.62% | 7.62% | 7.14% |
| 3 Year | 9.36% | 9.36% | 9.57% |
| 5 Year | 8.82% | 8.82% | 9.38% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 9.22% | 9.22% | 9.76% |
| 3 Year | 8.45% | 8.45% | 9.39% |
| 5 Year | 8.85% | 8.85% | 9.45% |
Risk Management
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 3.49% | 3.49% | 3.77% |
| Sharp | 0.78% | 0.78% | 0.76% |
| Beta | 1.09% | 1.09% | 1.21% |
| Alpha | 0.20% | 0.20% | 0.06% |
Fund Managers
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative 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 Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 77.05 | 77.05 | 76.75 |
| Large Cap | 16.44 | 16.44 | 16.07 |
| Mid Cap | 2.63 | 2.63 | 3.64 |
| Small Cap | 3.88 | 3.88 | 3.54 |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 77.05 | 77.05 | 76.24 |
| Energy | 0.74 | 0.74 | 1.34 |
| Technology | 1.68 | 1.68 | 2.41 |
| Industrials | 2.66 | 2.66 | 1.48 |
| Consumer Defensive | 1.22 | 1.22 | 0.56 |
| Financial Services | 7.28 | 7.28 | 8.01 |
| Healthcare | 1.64 | 1.64 | 1.96 |
| Basic Materials | 1.31 | 1.31 | 1.78 |
| Consumer Cyclical | 3.58 | 3.58 | 3.47 |
| Communication Services | 1.27 | 1.27 | 1.73 |
| Utilities | 1.32 | 1.32 | 0.62 |
| Real Estate | 0.26 | 0.26 | 0.41 |
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