- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Conservative Hybrid Fund vs Franklin India Debt Hybrid Fund compare
Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹203 Cr | ₹203 Cr | ₹1690 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 28 Sep 2000 | 28 Sep 2000 | 16 Dec 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 24.24% | 49% | 32% |
| Expense Ratio | 1.4 | 1.4 | 1.81 |
| Manager | Sandeep Manam | Sandeep Manam | Amit Kumar Premchandani |
| ISIN Code | INF090I01EA7 | INF090I01EA7 | INF789F01893 |
| Exits Load | Data not available./365 | Data not available./365 | UTI Conservative Hybrid 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 Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 0.79% | 0.79% | 0.96% |
| 6 Month | 3.2% | 3.2% | 2.7% |
| 1 Year | 6.88% | 6.88% | 6% |
| 3 Year | 9.61% | 9.61% | 9.85% |
| 5 Year | 8.82% | 8.82% | 10.33% |
SIP Return Analysis
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.36% | 1.36% | 1.31% |
| 1 Year | 7.28% | 7.28% | 6.86% |
| 3 Year | 9.16% | 9.16% | 9.34% |
| 5 Year | 8.7% | 8.7% | 9.22% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 9.22% | 9.22% | 9.76% |
| 3 Year | 8.45% | 8.45% | 9.39% |
| 5 Year | 8.85% | 8.85% | 9.45% |
Risk Management
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 3.49% | 3.49% | 3.79% |
| Sharp | 0.77% | 0.77% | 0.79% |
| Beta | 1.09% | 1.09% | 1.21% |
| Alpha | 0.04% | 0.04% | 0.02% |
Fund Managers
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Sandeep Manam | Sandeep Manam | Amit Kumar Premchandani |
| Total AUM | ₹74256 Cr | ₹74256 Cr | ₹13572 Cr |
| Funds Managed | 20 | 20 | 3 |
| Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 77.05 | 77.05 | 76.75 |
| Large Cap | 16.44 | 16.44 | 16.07 |
| Mid Cap | 2.63 | 2.63 | 3.64 |
| Small Cap | 3.88 | 3.88 | 3.54 |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 77.05 | 77.05 | 76.24 |
| Energy | 0.74 | 0.74 | 1.34 |
| Technology | 1.68 | 1.68 | 2.41 |
| Industrials | 2.66 | 2.66 | 1.48 |
| Consumer Defensive | 1.22 | 1.22 | 0.56 |
| Financial Services | 7.28 | 7.28 | 8.01 |
| Healthcare | 1.64 | 1.64 | 1.96 |
| Basic Materials | 1.31 | 1.31 | 1.78 |
| Consumer Cyclical | 3.58 | 3.58 | 3.47 |
| Communication Services | 1.27 | 1.27 | 1.73 |
| Utilities | 1.32 | 1.32 | 0.62 |
| Real Estate | 0.26 | 0.26 | 0.41 |
Top Comparisons
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns17.26%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns16.08%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns23.18%
UTI-Dividend Yield Fund.-Growth
3Y Returns20.16%
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
3Y Returns6.85%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns7.01%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns15.8%
UTI Focused Fund- Regular Plan - Growth Option
3Y Returns14.67%
