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 | 0.84% | 0.84% | 0.79% |
6 Month | 3.97% | 3.97% | 3.6% |
1 Year | 6.22% | 6.22% | 5.13% |
3 Year | 9.93% | 9.93% | 10.21% |
5 Year | 9% | 9% | 10.57% |
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 | 1.38% | 1.38% | 1.22% |
1 Year | 7.91% | 7.91% | 7.27% |
3 Year | 9.43% | 9.43% | 9.62% |
5 Year | 8.85% | 8.85% | 9.4% |
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 | 9.22% | 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% | 3.77% |
Sharp | 0.78% | 0.78% | 0.76% |
Beta | 1.09% | 1.09% | 1.21% |
Alpha | 0.20% | 0.20% | 0.06% |
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 |
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