Franklin India Floating Rate Fund vs UTI compare
Franklin India Floating Rate Fund - Growth Plan
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹317 Cr | ₹1462 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 23 Apr 2001 | 30 Oct 2018 |
| Category | Ultra Short Duration | Ultra Short Duration |
| 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 | 0.98 | 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 | 0.49% | 0.27% |
| 6 Month | 2.76% | 2.6% |
| 1 Year | 7.99% | 7.07% |
| 3 Year | 7.83% | 6.95% |
| 5 Year | 6.2% | 5.52% |
SIP Return Analysis
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.43% | 1.25% |
| 1 Year | 6.84% | 6.1% |
| 3 Year | 7.84% | 6.86% |
| 5 Year | 7.21% | 6.38% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.28% | 6.78% |
| 3 Year | 6.08% | 5.27% |
| 5 Year | 5.69% | 5.63% |
Risk Management
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.8% | 0.59% |
| Sharp | 0.14% | 0.49% |
| Beta | 1.48% | 4.89% |
| Alpha | 3.07% | -1.02% |
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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