Sundaram Banking and PSU Debt Fund Regular Plan vs Franklin India Banking & PSU Debt Fund compare
Franklin India Banking & PSU Debt Fund - Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹499 Cr | ₹400 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Apr 2014 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 126% | 18% |
| Expense Ratio | 0.53 | 0.41 |
| Manager | Sandeep Manam | Dwijendra Srivastava |
| ISIN Code | INF090I01KO5 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.7% | 0.65% |
| 6 Month | 3.45% | 3.04% |
| 1 Year | 8.07% | 8.03% |
| 3 Year | 7.59% | 7.65% |
| 5 Year | 5.86% | 5.64% |
SIP Return Analysis
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.84% | 0.8% |
| 1 Year | 6.17% | 6.06% |
| 3 Year | 7.27% | 7.41% |
| 5 Year | 6.59% | 6.59% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.39% | 7.97% |
| 3 Year | 7.43% | 7.6% |
| 5 Year | 7.16% | 7.75% |
Risk Management
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.91% | 1.08% |
| Sharp | 0.90% | 0.82% |
| Beta | 0.83% | 0.97% |
| Alpha | 0.19% | 0.14% |
Fund Managers
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | Dwijendra Srivastava |
| Total AUM | ₹74256 Cr | ₹14140 Cr |
| Funds Managed | 20 | 14 |
| Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Banking & PSU Debt Fund - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin India Banking & PSU Debt Fund - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.89%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.19%
Invesco India Liquid Fund - Bonus Option
3Y Returns%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.99%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns31.69%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
Invesco India Liquid Fund - Bonus Option
3Y Returns%
LIC MF Liquid Fund-Growth
3Y Returns6.95%