Franklin India Debt Hybrid Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon Franklin India Debt Hybrid Fund - Growth

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tortoise-icon Franklin India Debt Hybrid Fund - Growth

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund Franklin India Debt Hybrid Fund - Growth Franklin India Debt 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) ₹237 Cr ₹237 Cr ₹1617 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 1.8
Manager Sandeep Manam Sandeep Manam Amit Kumar Premchandani
ISIN Code INF090I01EA7 INF090I01EA7 INF789F01893
Exits Load Nil/365 Nil/365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.98% 0.98% 1.4%
6 Month 7.42% 7.42% 9.2%
1 Year 15.37% 15.37% 16.44%
3 Year 8.84% 8.84% 10.25%
5 Year 8.85% 8.85% 10.38%

SIP Return Analysis

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - - -
1 Year 6.46% 6.46% 6.96%
3 Year 15.89% 15.89% 16.61%
5 Year 25.34% 25.34% 29.93%

Rolling Lumpsum Returns

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.1% 8.1% 10.02%
3 Year 20.12% 20.12% 24.28%
5 Year 26.89% 26.89% 31.94%

Risk Management

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.4% 3.4% 4.21%
Sharp 0.6% 0.6% 0.83%
Beta 0.64% 0.64% 0.78%
Alpha 1.18% 1.18% 2.48%

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Fund Managers

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt 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
Fund Manage 20 20 3
Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Debt Hybrid Fund - Growth

Franklin India Debt Hybrid Fund - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 76.98 76.98 75.14
Large Cap 18.21 18.21 16.28
Mid Cap 2.13 2.13 3.92
Small Cap 2.7 2.7 4.67

Sector Allocation

Scheme Name

Franklin India Debt Hybrid Fund - Growth

Franklin India Debt Hybrid Fund - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 3.71 3.71 3.75
Sovereign 24.55 24.55 30.82
Energy 2.42 2.42 1.74
Technology 2.19 2.19 2.33
Materials 0.47 0.47 1.12
Construction 1.44 1.44 2.22
Financial 49.95 49.95 44.03
Healthcare 1.59 1.59 2.34
Capital Goods 1.75 1.75 2.74
Metals & Mining 0.25 0.25 1.38
Services 2.69 2.69 1.3
Automobile 1.26 1.26 1.97
Consumer Staples 1.1 1.1 0.9
Consumer Discretionary 0.79 0.79 0.98
Communication 5.51 5.51 1.02
Insurance 0.35 0.35 0.7
Chemicals - - 0.32
Textiles - - 0.35

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