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) | ₹204 Cr | ₹204 Cr | ₹1684 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 | 0.88% | 0.88% | 0.54% |
6 Month | 4.24% | 4.24% | 4.46% |
1 Year | 8.36% | 8.36% | 8.47% |
3 Year | 11.09% | 11.09% | 11.4% |
5 Year | 9.48% | 9.48% | 11.65% |
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 | 4.18% | 4.18% | 3.57% |
1 Year | 10.1% | 10.1% | 8.79% |
3 Year | 10.97% | 10.97% | 11.14% |
5 Year | 9.65% | 9.65% | 10.4% |
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 | 9.27% | 9.27% | 9.86% |
3 Year | 8.39% | 8.39% | 9.33% |
5 Year | 8.8% | 8.8% | 9.38% |
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 | 3.71% | 3.71% | 4.12% |
Sharp | 0.97% | 0.97% | 0.96% |
Beta | 1.08% | 1.08% | 1.22% |
Alpha | 0.11% | 0.11% | 0.01% |
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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 | 76.01 | 76.01 | 76.68 |
Large Cap | 17.31 | 17.31 | 16.13 |
Small Cap | 4.35 | 4.35 | 3.47 |
Mid Cap | 2.33 | 2.33 | 3.72 |
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 | 76.01 | 76.01 | 76.39 |
Energy | 0.77 | 0.77 | 1.38 |
Technology | 2.26 | 2.26 | 2.55 |
Industrials | 2.59 | 2.59 | 1.58 |
Consumer Defensive | 1.23 | 1.23 | 0.54 |
Financial Services | 7.8 | 7.8 | 8.15 |
Healthcare | 1.68 | 1.68 | 1.77 |
Basic Materials | 0.97 | 0.97 | 1.96 |
Communication Services | 1.26 | 1.26 | 1.52 |
Utilities | 1.12 | 1.12 | 0.62 |
Consumer Cyclical | 4.03 | 4.03 | 3.21 |
Real Estate | 0.28 | 0.28 | 0.33 |
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