Franklin India Banking & PSU Debt Fund vs UTI Banking & PSU Fund compare
Franklin India Banking & PSU Debt Fund - Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹485 Cr | ₹812 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 Apr 2014 | 03 Feb 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | CRISIL Banking and PSU Debt |
| Turn Over | 126% | 24% |
| Expense Ratio | 0.53 | 0.54 |
| Manager | Sandeep Manam | Anurag Mittal |
| ISIN Code | INF090I01KO5 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.27% | 0.23% |
| 6 Month | 3.05% | 2.8% |
| 1 Year | 7.93% | 7.86% |
| 3 Year | 7.47% | 7.36% |
| 5 Year | 5.85% | 7.01% |
SIP Return Analysis
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.24% |
| 1 Year | 6.9% | 6.5% |
| 3 Year | 7.58% | 7.44% |
| 5 Year | 6.87% | 7.55% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.49% | 7.74% |
| 3 Year | 7.46% | 7.15% |
| 5 Year | 7.13% | 6.39% |
Risk Management
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.13% | 3.26% |
| Sharp | -0.32% | 0.53% |
| Beta | 2.07% | -1.46% |
| Alpha | 3.78% | -1.18% |
Fund Managers
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Sandeep Manam | Anurag Mittal |
| Total AUM | ₹74256 Cr | ₹35669 Cr |
| Funds Managed | 20 | 7 |
| Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Banking & PSU Debt Fund - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin India Banking & PSU Debt Fund - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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