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) | ₹724 Cr | ₹650 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 | 0.85% | 0.9% |
6 Month | 3.16% | 4.45% |
1 Year | 7.49% | 8.2% |
3 Year | 9.16% | 11.95% |
5 Year | 11.84% | 13.48% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.33% | 3.55% |
1 Year | 6.49% | 8.07% |
3 Year | 8.81% | 11.38% |
5 Year | 8.7% | 11.18% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.95% | 10.67% |
3 Year | 8.49% | 10.51% |
5 Year | 8.33% | 10.63% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.684% | 4.5% |
Sharp | 0.321% | 0.99% |
Beta | - | 0.93% |
Alpha | - | 1.45% |
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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 | 32.75 | 31.96 |
Large Cap | 59.33 | 30.7 |
Mid Cap | 6.88 | 1.01 |
Small Cap | 1.05 | - |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.75 | 31.96 |
Energy | 7.14 | - |
Technology | 7 | - |
Basic Materials | 1.28 | - |
Industrials | 7.39 | - |
Financial Services | 24.46 | - |
Consumer Defensive | 2.56 | - |
Healthcare | 2.2 | - |
Consumer Cyclical | 6.39 | - |
Communication Services | 5.23 | - |
Utilities | 3.6 | - |
Telecom - Services | - | 1.79 |
Petroleum Products | - | 1.02 |
IT - Software | - | 2.56 |
Personal Products | - | 0 |
Construction | - | 0.47 |
Ferrous Metals | - | 0 |
Diversified FMCG | - | 1.28 |
Non - Ferrous Metals | - | 0.26 |
Banks | - | 7.4 |
Cement & Cement Products | - | 1.55 |
Pharmaceuticals & Biotechnology | - | 1.91 |
Automobiles | - | 4.52 |
Insurance | - | 0.44 |
Gas | - | 0.34 |
Diversified Metals | - | 1.02 |
Oil | - | 0.88 |
Realty | - | 0.54 |
Finance | - | 1.93 |
Consumable Fuels | - | 0.64 |
Minerals & Mining | - | 0 |
Transport Services | - | 1.39 |
Power | - | 1.77 |
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