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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) | ₹2402 Cr | ₹3946 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 | -0.2% | -1.47% |
| 6 Month | 0.62% | 0.89% |
| 1 Year | 3.26% | 7.45% |
| 3 Year | 16.64% | 20.03% |
| 5 Year | 18.77% | 17.4% |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 1.82% | 1.28% |
| 1 Year | 6.81% | 10.06% |
| 3 Year | 11.11% | 14.86% |
| 5 Year | 14.57% | 15.94% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 14.17% | 12.36% |
| 3 Year | 14.29% | 14.64% |
| 5 Year | 14.54% | 13.19% |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.05% |
| Sharp | 0.96% | 1.11% |
| Beta | 0.78% | 0.93% |
| Alpha | 3% | 4.38% |
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 | 21.26 | 9.27 |
| Small Cap | 12.59 | 14.75 |
| Large Cap | 56.15 | 67.35 |
| Mid Cap | 10 | 8.63 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 3.96 | 1.23 |
| Utilities | 14.75 | 5.35 |
| Technology | 15.87 | 14.61 |
| Financial Services | 12.16 | 27.9 |
| Energy | 10.92 | 6.36 |
| Consumer Defensive | 11.46 | 6 |
| Real Estate | 9.95 | 4.28 |
| Basic Materials | 5.48 | 4.2 |
| Industrials | 6.28 | 6.62 |
| Communication Services | 2.42 | 3.68 |
| Consumer Cyclical | 6.75 | 11.14 |
| Healthcare | - | 8.64 |
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