Aditya Birla Sun Life Banking & PSU Debt Fund vs Franklin India Banking & PSU Debt Fund compare
Franklin India Banking & PSU Debt Fund - Growth
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Fund | Franklin India Banking & PSU Debt Fund - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹485 Cr | ₹9235 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Apr 2014 | 02 May 2008 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | NIFTY Banking and PSU Debt Total Return Index |
| Turn Over | 126% | 0.0% |
| Expense Ratio | 0.53 | 0.73 |
| Manager | Sandeep Manam | Harshil Suvarnkar |
| ISIN Code | INF090I01KO5 | INF209K01LV0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.27% | -0.01% |
| 6 Month | 3.05% | 2.42% |
| 1 Year | 7.93% | 7.39% |
| 3 Year | 7.47% | 7.35% |
| 5 Year | 5.85% | 5.85% |
SIP Return Analysis
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.5% | 1.06% |
| 1 Year | 6.9% | 5.72% |
| 3 Year | 7.58% | 7.27% |
| 5 Year | 6.87% | 6.76% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.49% | 8.14% |
| 3 Year | 7.46% | 8.62% |
| 5 Year | 7.13% | 9% |
Risk Management
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 1.13% | 0.96% |
| Sharp | -0.32% | -0.14% |
| Beta | 2.07% | 1.81% |
| Alpha | 3.78% | 3.5% |
Fund Managers
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Name | Sandeep Manam | Harshil Suvarnkar |
| Total AUM | ₹74256 Cr | ₹55823 Cr |
| Funds Managed | 20 | 13 |
| Franklin India Banking & PSU Debt Fund - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
Franklin India Banking & PSU Debt Fund - Growth |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin India Banking & PSU Debt Fund - Growth |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns16.68%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns15.23%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns14.07%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns11.72%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns15.44%
Quant BFSI Fund Regular - Growth
3Y Returns0%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns14.34%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns11.72%