UTI vs Templeton India Equity Income Fund 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	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2341 Cr	₹3959 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	4.33%	4.07%
6 Month	1.34%	-0.76%
1 Year	6.39%	11.27%
3 Year	19.75%	20.78%
5 Year	31.03%	26.02%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
6 Month	3.88%	4.21%
1 Year	0.21%	0.86%
3 Year	18.8%	21.15%
5 Year	21.08%	19.73%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
1 Year	15.26%	13.58%
3 Year	13.77%	14.16%
5 Year	13.97%	12.92%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Standard Deviation	11.15%	13.05%
Sharp	0.83%	0.8%
Beta	0.77%	0.94%
Alpha	3.6%	2.76%

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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	27.31	3.1
Large Cap	51.19	69.63
Small Cap	10.91	16.73
Mid Cap	10.58	10.57

Scheme Name	Templeton India Equity Income Fund-Growth Plan	UTI-Dividend Yield Fund.-Growth
Others	20	3.1
IT - Software	14.54	12.63
Diversified FMCG	5.15	4.01
Banks	4.59	21.59
Realty	7.31	-
Cement & Cement Products	1.18	-
Transport Services	0.59	1.79
Fertilizers & Agrochemicals	1.58	-
Petroleum Products	4.98	1.63
Telecom - Services	1.23	1.35
Gas	6.47	2.34
Consumer Durables	1.81	3.81
Industrial Products	0.39	1.45
Oil	3.77	2.51
Personal Products	1.95	3.72
Aerospace & Defense	2.24	2.19
Leisure Services	0.18	-
Capital Markets	0.74	2.79
Power	16.84	5.72
Consumable Fuels	2.99	2.27
Automobiles	1.46	6.34
Ferrous Metals	-	2.84
Pharmaceuticals & Biotechnology	-	7.1
Healthcare Services	-	1.02
Agricultural Food & other Products	-	1.18
Diversified Metals	-	2.08
Insurance	-	3.38
Finance	-	1.61
Auto Components	-	1.02
Retailing	-	0.56