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UTI vs Templeton India Equity Income Fund compare
Franklin India Dividend Yield Fund - Growth Plan
UTI-Dividend Yield Fund.-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Fund | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
| Investment Plan | Growth | Dividend |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2317 Cr | ₹3794 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Month | 0.68% | -0.01% |
| 6 Month | 5.79% | 11.51% |
| 1 Year | -6.62% | -4.43% |
| 3 Year | 19.2% | 21% |
| 5 Year | 23.82% | 21.19% |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 0.67% | 1.95% |
| 1 Year | 3.79% | 9.25% |
| 3 Year | 13.28% | 17.5% |
| 5 Year | 16.28% | 17.23% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 14.61% | 12.78% |
| 3 Year | 14.05% | 14.48% |
| 5 Year | 14.29% | 13.1% |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.05% |
| Sharp | 1.01% | 1.04% |
| Beta | 0.8% | 0.94% |
| Alpha | 3.93% | 3.89% |
Fund Managers
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Name | Sandeep Manam | Amit Kumar Premchandani |
| Total AUM | ₹74256 Cr | ₹13572 Cr |
| Funds Managed | 20 | 3 |
| Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
Market Cap
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 23.57 | 5.89 |
| Small Cap | 13.91 | 18.43 |
| Large Cap | 53.71 | 67.64 |
| Mid Cap | 8.81 | 8.04 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 6.74 | 1.13 |
| Utilities | 21.12 | 5.81 |
| Technology | 14.91 | 13.91 |
| Financial Services | 8.15 | 26.06 |
| Consumer Defensive | 9.55 | 7.25 |
| Real Estate | 9.82 | 3.99 |
| Basic Materials | 5.22 | 3.99 |
| Industrials | 5.58 | 6.34 |
| Energy | 12.19 | 6.13 |
| Communication Services | 1.46 | 3.61 |
| Consumer Cyclical | 5.27 | 12.34 |
| Healthcare | - | 9.43 |
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