Axis Banking & PSU Debt Fund vs Franklin India Banking & PSU Debt Fund compare
Franklin India Banking & PSU Debt Fund - Growth
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | Franklin India Banking & PSU Debt Fund - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹499 Cr | ₹13056 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Apr 2014 | 08 Jun 2012 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | Nifty Banking & PSU Debt Index A-II |
| Turn Over | 126% | % |
| Expense Ratio | 0.53 | 0.63 |
| Manager | Sandeep Manam | Hardik Shah |
| ISIN Code | INF090I01KO5 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | 0.6% | 0.58% |
| 6 Month | 3.88% | 3.38% |
| 1 Year | 8.19% | 8% |
| 3 Year | 7.56% | 7.33% |
| 5 Year | 5.89% | 5.81% |
SIP Return Analysis
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 1.58% | 1.36% |
| 1 Year | 7.81% | 7.34% |
| 3 Year | 7.8% | 7.63% |
| 5 Year | 6.92% | 6.79% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 7.45% | 7.98% |
| 3 Year | 7.45% | 7.97% |
| 5 Year | 7.15% | 7.94% |
Risk Management
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 0.91% | 0.87% |
| Sharp | 0.90% | -0.4% |
| Beta | 0.83% | 1.63% |
| Alpha | 0.19% | 2.92% |
Fund Managers
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Sandeep Manam | Hardik Shah |
| Total AUM | ₹74256 Cr | ₹0 Cr |
| Funds Managed | 20 | 12 |
| Franklin India Banking & PSU Debt Fund - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
Franklin India Banking & PSU Debt Fund - Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin India Banking & PSU Debt Fund - Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.88%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.88%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns12.5%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns10.13%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns14.95%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns11.24%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.43%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.81%