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) | ₹205 Cr | ₹205 Cr | ₹1710 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 | 0.11% | 0.11% | 0.4% |
| 6 Month | 1.22% | 1.22% | 1.31% |
| 1 Year | 5.03% | 5.03% | 5.06% |
| 3 Year | 8.94% | 8.94% | 9.42% |
| 5 Year | 8.04% | 8.04% | 9.39% |
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 | 1.1% | 1.1% | 1.42% |
| 1 Year | 6.54% | 6.54% | 6.97% |
| 3 Year | 8.71% | 8.71% | 9.12% |
| 5 Year | 8.46% | 8.46% | 9.1% |
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 | 9.14% | 9.14% | 9.67% |
| 3 Year | 8.44% | 8.44% | 9.43% |
| 5 Year | 8.82% | 8.82% | 9.47% |
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 | 3.4% | 3.4% | 4.21% |
| Sharp | 0.92% | 0.92% | 0.95% |
| Beta | 0.75% | 0.75% | 0.55% |
| Alpha | 0.42% | 0.42% | 0.88% |
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 | 76.2 | 76.2 | 75.89 |
| Large Cap | 17.3 | 17.3 | 16.48 |
| Small Cap | 3.82 | 3.82 | 3.66 |
| Mid Cap | 2.68 | 2.68 | 3.97 |
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 | 76.2 | 76.2 | 75.38 |
| Energy | 0.81 | 0.81 | 1.38 |
| Technology | 1.8 | 1.8 | 2.53 |
| Industrials | 3.13 | 3.13 | 1.61 |
| Consumer Defensive | 1.31 | 1.31 | 0.8 |
| Financial Services | 7.54 | 7.54 | 8.71 |
| Healthcare | 1.65 | 1.65 | 2.02 |
| Basic Materials | 1.32 | 1.32 | 1.04 |
| Consumer Cyclical | 3.34 | 3.34 | 3.42 |
| Communication Services | 1.28 | 1.28 | 1.87 |
| Utilities | 1.32 | 1.32 | 0.63 |
| Real Estate | 0.3 | 0.3 | 0.62 |
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