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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) | ₹667 Cr | ₹707 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 | 0.13% | -0.73% |
| 6 Month | 3.9% | 3.91% |
| 1 Year | 5.39% | 4.28% |
| 3 Year | 8.73% | 10.97% |
| 5 Year | 10.33% | 12.01% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.99% | 1.61% |
| 1 Year | 6.13% | 5.43% |
| 3 Year | 8.42% | 9.92% |
| 5 Year | 8.4% | 10.34% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.79% | 10.08% |
| 3 Year | 8.46% | 10.5% |
| 5 Year | 8.48% | 10.87% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.26% | 4.5% |
| Sharp | 0.90% | 1.44% |
| Beta | - | 0.94% |
| Alpha | - | 0.98% |
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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 | 32.65 | 35.27 |
| Large Cap | 59.47 | 61.69 |
| Mid Cap | 6.93 | 3.04 |
| Small Cap | 0.94 | - |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.55 | 33.75 |
| Energy | 7.69 | 5.35 |
| Technology | 5.87 | 7.2 |
| Basic Materials | 2.3 | 8.7 |
| Industrials | 4.91 | 2.84 |
| Financial Services | 23.75 | 25.04 |
| Consumer Defensive | 2.39 | 1.27 |
| Healthcare | 2.58 | 2.11 |
| Consumer Cyclical | 5.91 | 7.83 |
| Communication Services | 5.68 | 3.52 |
| Utilities | 5.77 | 2.4 |
| Real Estate | 0.6 | - |
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