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Franklin India Floating Rate Fund vs UTI compare

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tortoise-icon Franklin India Floating Rate Fund - Growth Plan

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tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
Fund Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹288 Cr ₹1418 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 23 Apr 2001 30 Oct 2018
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index A-II CRISIL Low Duration Debt
Turn Over 72.19% 13%
Expense Ratio 0.96 0.8
Manager Sandeep Manam Sudhir Agrawal
ISIN Code INF090I01LM7 INF789F1ACO4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
1 Month 1.66% 1.09%
6 Month 4.9% 4.05%
1 Year 9.26% 7.71%
3 Year 7.48% 6.59%
5 Year 6.29% 5.76%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
6 Month 3.24% 2.41%
1 Year 10.45% 8.35%
3 Year 8.64% 7.31%
5 Year 7.21% 6.26%

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
1 Year 6.23% 6.66%
3 Year 6.07% 5.02%
5 Year 5.66% 5.73%

Risk Management

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.8% 0.515%
Sharp 0.14% -1%
Beta 1.48% 3.593%
Alpha 3.07% -1.074%

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Fund Managers

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
Name Sandeep Manam Sudhir Agrawal
Total AUM ₹74256 Cr ₹7736 Cr
Funds Managed 20 6
Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

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