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	0.63%	0.42%
6 Month	1.91%	2.47%
1 Year	6.62%	6.54%
3 Year	9.61%	12.24%
5 Year	10.87%	12.77%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	2.4%	2.93%
1 Year	6.11%	6.51%
3 Year	8.48%	10.48%
5 Year	8.46%	10.65%

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%

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%	1.12%
Beta	-	0.94%
Alpha	-	1%

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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

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	-16.18	31.68
Large Cap	58.02	29.9
Mid Cap	7.79	1.01
Small Cap	0.95	-

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	-16.18	31.68
Petroleum Products	6.87	1.51
IT - Software	5.43	2.73
Cement & Cement Products	1.87	1.51
Construction	2.19	0.44
Ferrous Metals	0.13	0
Finance	2.57	1.45
Banks	18.68	7.36
Diversified FMCG	1.27	1.22
Non - Ferrous Metals	0.16	0.23
Pharmaceuticals & Biotechnology	1.32	1.89
Aerospace & Defense	2.93	-
Automobiles	3.69	4.15
Telecom - Services	5.32	1.73
Consumer Durables	1.7	-
Agricultural Food & other Products	0.19	-
Beverages	1.04	-
Oil	0.1	0.86
Power	5.89	1.9
Financial Technology (Fintech)	0.73	-
Healthcare Services	1.43	-
Realty	0.54	0.3
Consumable Fuels	0.03	0.66
Transport Infrastructure	0.12	-
Retailing	0.78	-
Insurance	1.46	0.65
Leisure Services	0.25	-
Commercial Services & Supplies	0.07	-
Personal Products	-	0
Diversified Metals	-	0.91
Minerals & Mining	-	0
Transport Services	-	1.41