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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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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)	₹687 Cr	₹746 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	0.34%	0.9%
6 Month	2.6%	3.23%
1 Year	4.83%	6.53%
3 Year	7.78%	10.53%
5 Year	8.43%	10.71%

SIP Return Analysis

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	1.77%	3.24%
1 Year	7.29%	10.55%
3 Year	7.93%	9.91%
5 Year	7.82%	10.14%

Rolling Lumpsum Returns

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	7.32%	8.46%
3 Year	8.46%	10.61%
5 Year	8.83%	11.14%

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	34.32
Large Cap	57.58	62.71
Mid Cap	5.22	2.97
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	27.6
Energy	4.89	4.91
Technology	3.42	6.04
Industrials	4.79	4.77
Basic Materials	2.03	9.7
Financial Services	24.31	25.26
Consumer Defensive	3.38	2
Healthcare	2.85	2.11
Consumer Cyclical	6.97	8.69
Communication Services	6.25	2.75
Utilities	5.72	2.5
Real Estate	0.57	3.67

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