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Templeton India Equity Income Fund vs UTI compare
Franklin India Dividend Yield Fund - Growth Plan
UTI-Dividend Yield Fund.-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Fund | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
| Investment Plan | Growth | Dividend |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2417 Cr | ₹3904 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 May 2006 | 15 May 2005 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 26.34% | 13% |
| Expense Ratio | 2.09 | 1.99 |
| Manager | Sandeep Manam | Amit Kumar Premchandani |
| ISIN Code | INF090I01957 | INF789F01463 |
| Exits Load | Templeton India Equity Income Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Dividend Yield Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Month | 1.77% | 1.69% |
| 6 Month | 1.59% | 6.17% |
| 1 Year | 1.74% | 4.54% |
| 3 Year | 17.28% | 20.14% |
| 5 Year | 22.85% | 20.7% |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 1.28% | 1.95% |
| 1 Year | 5.43% | 10.99% |
| 3 Year | 12.53% | 16.96% |
| 5 Year | 15.57% | 16.91% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 14.45% | 12.61% |
| 3 Year | 14.16% | 14.55% |
| 5 Year | 14.4% | 13.15% |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.05% |
| Sharp | 0.98% | 1.04% |
| Beta | 0.79% | 0.94% |
| Alpha | 3.57% | 3.78% |
Fund Managers
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Name | Sandeep Manam | Amit Kumar Premchandani |
| Total AUM | ₹74256 Cr | ₹13572 Cr |
| Funds Managed | 20 | 3 |
| Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
Market Cap
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 24.47 | 6.99 |
| Small Cap | 15.58 | 16.89 |
| Large Cap | 51.3 | 67.9 |
| Mid Cap | 8.66 | 8.21 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 7.31 | 1.63 |
| Utilities | 18.98 | 5.79 |
| Technology | 12.95 | 14.17 |
| Financial Services | 9.25 | 27.14 |
| Consumer Defensive | 9.83 | 7.14 |
| Real Estate | 10.57 | 4.22 |
| Basic Materials | 5.09 | 3.83 |
| Industrials | 5.8 | 5.86 |
| Energy | 11.86 | 6.37 |
| Communication Services | 2.16 | 3.71 |
| Consumer Cyclical | 6.2 | 11.5 |
| Healthcare | - | 8.66 |
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