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UTI vs Templeton India Equity Income Fund compare

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tortoise-icon Templeton India Equity Income Fund-Growth Plan

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Templeton India Equity Income Fund-Growth Plan UTI-Dividend Yield Fund.-Growth
1 Month 6.79% 5.61%
6 Month -5.02% -6.67%
1 Year 5.75% 10.06%
3 Year 17.84% 18.31%
5 Year 30.27% 25.22%

SIP Return Analysis

Scheme Name Templeton India Equity Income Fund-Growth Plan UTI-Dividend Yield Fund.-Growth
6 Month 0.19% 0.15%
1 Year -5.83% -4.61%
3 Year 17.01% 19.25%
5 Year 20.32% 18.86%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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