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%

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%

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%

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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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	32.75	31.96
Large Cap	59.33	30.7
Mid Cap	6.88	1.01
Small Cap	1.05	-

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