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) | ₹500 Cr | ₹471 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 | 0.5% | 0.41% |
6 Month | 4.5% | 4.49% |
1 Year | 7.93% | 7.97% |
3 Year | 7.29% | 7.43% |
5 Year | 5.96% | 5.61% |
SIP Return Analysis
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.34% | 1.24% |
1 Year | 7.48% | 7.51% |
3 Year | 7.63% | 7.82% |
5 Year | 6.7% | 6.72% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.36% | 7.95% |
3 Year | 7.45% | 7.61% |
5 Year | 7.19% | 7.76% |
Risk Management
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.03% | 1.18% |
Sharp | 0.35% | -0.49% |
Beta | 1.23% | 2.28% |
Alpha | -0.54% | 3.99% |
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 |
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