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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS 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 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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