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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderate |
| Asset Size (Cr) | ₹687 Cr | ₹794 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2018 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | % | 387% |
| Expense Ratio | 1.12 | 1.64 |
| Manager | V Srivatsa | |
| ISIN Code | INF090I01PA3 | INF789F1A744 |
| Exits Load | Data not available./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.11% | 0.69% |
| 6 Month | 2.78% | 3.91% |
| 1 Year | 5.21% | 7.33% |
| 3 Year | 7.92% | 10.73% |
| 5 Year | 8.31% | 10.65% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.54% | 2.9% |
| 1 Year | 7.07% | 10.2% |
| 3 Year | 7.81% | 9.75% |
| 5 Year | 7.73% | 10.03% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.27% | 8.41% |
| 3 Year | 8.45% | 10.61% |
| 5 Year | 8.81% | 11.12% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.70% | 4.5% |
| Sharp | 0.38% | 1.09% |
| Beta | - | 0.99% |
| Alpha | - | 0.77% |
Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | V Srivatsa | |
| Total AUM | ₹7921 Cr | |
| Funds Managed | 3 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.89 | 35.58 |
| Large Cap | 57.58 | 61.39 |
| Mid Cap | 5.22 | 3.03 |
| Small Cap | 2.31 | - |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.81 | 28.43 |
| Energy | 4.89 | 5.07 |
| Technology | 3.42 | 6.4 |
| Industrials | 4.79 | 4.9 |
| Basic Materials | 2.03 | 7.67 |
| Financial Services | 24.31 | 25.59 |
| Consumer Defensive | 3.38 | 1.82 |
| Healthcare | 2.85 | 2.21 |
| Consumer Cyclical | 6.97 | 9.19 |
| Communication Services | 6.25 | 2.86 |
| Utilities | 5.72 | 2.22 |
| Real Estate | 0.57 | 3.64 |
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