Templeton India Equity Income Fund vs UTI compare

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Templeton India Equity Income Fund-Growth Plan

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UTI-Dividend Yield Fund.-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Fund	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Investment Plan	Growth	Dividend
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2373 Cr	₹4010 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

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
1 Month	1.46%	3.3%
6 Month	1.09%	3.05%
1 Year	2.24%	5.93%
3 Year	20.54%	24.12%
5 Year	27.3%	24.28%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
6 Month	5.15%	8.14%
1 Year	1.18%	6.38%
3 Year	17.93%	21.91%
5 Year	20.15%	20.12%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
1 Year	15.02%	13.31%
3 Year	13.84%	14.3%
5 Year	14.1%	13.01%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Standard Deviation	11.15%	13.05%
Sharp	0.87%	0.97%
Beta	0.79%	0.93%
Alpha	1.82%	2.46%

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Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Name	Sandeep Manam	Amit Kumar Premchandani
Total AUM	₹74256 Cr	₹13572 Cr
Funds Managed	20	3
	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Others	25.3	3.11
Large Cap	52.61	69.63
Small Cap	11.35	17.3
Mid Cap	10.72	9.97

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Others	17.26	3.11
IT - Software	14.1	12.1
Diversified FMCG	5.73	3.87
Banks	4.69	22.45
Realty	8.04	-
Cement & Cement Products	1.21	-
Transport Services	0.58	1.64
Fertilizers & Agrochemicals	1.72	-
Petroleum Products	5	1.78
Telecom - Services	2.03	1.42
Gas	7.29	2.28
Consumer Durables	1.7	3.69
Industrial Products	0.37	1.43
Oil	3.66	2.49
Personal Products	2.05	3.62
Aerospace & Defense	2.28	2.24
Leisure Services	0.17	-
Capital Markets	0.24	2.86
Power	17.52	5.76
Consumable Fuels	2.82	2.16
Automobiles	1.52	8.08
Pharmaceuticals & Biotechnology	-	7.33
Ferrous Metals	-	1.43
Healthcare Services	-	1.62
Agricultural Food & other Products	-	0.45
Diversified Metals	-	1.49
Insurance	-	3.54
Finance	-	1.46
Auto Components	-	1.02
Retailing	-	0.69