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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) | ₹657 Cr | ₹733 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 | 0.89% | 1.75% |
| 6 Month | 3.37% | 3.57% |
| 1 Year | 6.05% | 6.69% |
| 3 Year | 8.06% | 10.67% |
| 5 Year | 9.98% | 12.04% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.76% | 2.06% |
| 1 Year | 7.25% | 8.29% |
| 3 Year | 8.21% | 9.69% |
| 5 Year | 8.09% | 10.07% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.49% | 9.18% |
| 3 Year | 8.49% | 10.57% |
| 5 Year | 8.72% | 11.08% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.81% | 4.5% |
| Sharp | 0.55% | 1.11% |
| Beta | - | 0.09% |
| Alpha | - | 4.34% |
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 | 34.72 | 33.93 |
| Large Cap | 57.68 | 63.2 |
| Mid Cap | 6.8 | 2.87 |
| Small Cap | 0.8 | - |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.64 | 28.83 |
| Energy | 7.46 | 4.67 |
| Technology | 5.17 | 6.63 |
| Industrials | 4.89 | 3.22 |
| Basic Materials | 2.04 | 9.53 |
| Financial Services | 22.06 | 23.92 |
| Consumer Defensive | 2.29 | 2.08 |
| Healthcare | 2.98 | 2.7 |
| Consumer Cyclical | 6.74 | 9.19 |
| Communication Services | 5.4 | 2.97 |
| Utilities | 5.83 | 2.55 |
| Real Estate | 0.51 | 3.71 |
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