- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹596 Cr | ₹814 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 | 0.3% | 0.47% |
| 6 Month | 4.79% | 5.01% |
| 1 Year | 8.87% | 9.04% |
| 3 Year | 7.44% | 7.65% |
| 5 Year | 5.96% | 7.1% |
SIP Return Analysis
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.41% | 2.59% |
| 1 Year | 9.16% | 9.48% |
| 3 Year | 8.01% | 8.07% |
| 5 Year | 6.79% | 7.82% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.31% | 7.53% |
| 3 Year | 7.48% | 7.09% |
| 5 Year | 7.21% | 6.01% |
Risk Management
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.087% | 3.195% |
| Sharp | -0.416% | 0.552% |
| Beta | 0.926% | -1.107% |
| Alpha | -0.339% | 1.73% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.86%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns14.89%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
3Y Returns19.58%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns25.37%
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option
3Y Returns19.14%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns14.96%
Mirae Asset Low Duration Fund- Growth
3Y Returns6.97%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.32%
