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UTI Conservative Hybrid Fund vs Franklin India Debt Hybrid Fund compare

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tortoise-icon Franklin India Conservative Hybrid Fund - Growth

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tortoise-icon Franklin India Conservative Hybrid Fund - Growth

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

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

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 0.39% 0.39% 0.71%
6 Month 2.93% 2.93% 3.6%
1 Year 6.89% 6.89% 6.32%
3 Year 9.41% 9.41% 9.73%
5 Year 8.51% 8.51% 9.92%

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 0.9% 0.9% 0.92%
1 Year 6.71% 6.71% 6.44%
3 Year 8.9% 8.9% 9.14%
5 Year 8.53% 8.53% 9.09%

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 9.16% 9.16% 9.68%
3 Year 8.44% 8.44% 9.42%
5 Year 8.83% 8.83% 9.47%

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 76.52 76.52 76.17
Large Cap 16.95 16.95 16.5
Mid Cap 2.67 2.67 3.66
Small Cap 3.86 3.86 3.67

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 76.52 76.52 75.63
Energy 0.74 0.74 1.36
Technology 1.74 1.74 2.44
Industrials 2.8 2.8 1.52
Consumer Defensive 1.29 1.29 0.55
Financial Services 7.45 7.45 8.34
Healthcare 1.65 1.65 1.97
Basic Materials 1.36 1.36 1.64
Consumer Cyclical 3.52 3.52 3.49
Communication Services 1.3 1.3 1.87
Utilities 1.33 1.33 0.65
Real Estate 0.29 0.29 0.55

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