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 | ₹1686 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 | 0.43% | 0.43% | 0.52% |
6 Month | 6.32% | 6.32% | 5.83% |
1 Year | 5.23% | 5.23% | 4.23% |
3 Year | 9.31% | 9.31% | 9.42% |
5 Year | 9.01% | 9.01% | 10.67% |
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 | 1.19% | 1.19% | 1.16% |
1 Year | 6.95% | 6.95% | 6.48% |
3 Year | 9.33% | 9.33% | 9.61% |
5 Year | 8.71% | 8.71% | 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 | 9.24% | 9.24% | 9.82% |
3 Year | 8.42% | 8.42% | 9.37% |
5 Year | 8.83% | 8.83% | 9.43% |
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 | 3.56% | 3.56% | 3.86% |
Sharp | 0.67% | 0.67% | 0.63% |
Beta | 1.07% | 1.07% | 1.18% |
Alpha | 0.58% | 0.58% | 0.42% |
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 | 76.5 | 76.5 | 76.67 |
Large Cap | 16.73 | 16.73 | 15.89 |
Mid Cap | 2.69 | 2.69 | 3.8 |
Small Cap | 4.08 | 4.08 | 3.64 |
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 | 76.5 | 76.5 | 76.27 |
Energy | 0.74 | 0.74 | 1.32 |
Technology | 1.73 | 1.73 | 2.42 |
Industrials | 2.64 | 2.64 | 1.46 |
Consumer Defensive | 1.21 | 1.21 | 0.58 |
Financial Services | 7.34 | 7.34 | 8.02 |
Healthcare | 1.71 | 1.71 | 2.01 |
Basic Materials | 1.29 | 1.29 | 1.99 |
Consumer Cyclical | 4.02 | 4.02 | 3.31 |
Communication Services | 1.25 | 1.25 | 1.67 |
Utilities | 1.27 | 1.27 | 0.62 |
Real Estate | 0.28 | 0.28 | 0.32 |
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