- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹502 Cr | ₹377 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 | 0.27% | 0.11% |
| 6 Month | 2.93% | 2.34% |
| 1 Year | 7.76% | 7.5% |
| 3 Year | 7.41% | 7.42% |
| 5 Year | 5.82% | 5.63% |
SIP Return Analysis
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.46% | 1.15% |
| 1 Year | 7.05% | 6.36% |
| 3 Year | 7.57% | 7.51% |
| 5 Year | 6.84% | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.49% | 7.96% |
| 3 Year | 7.46% | 7.6% |
| 5 Year | 7.13% | 7.7% |
Risk Management
| Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.13% | 1.18% |
| Sharp | -0.32% | -0.49% |
| Beta | 2.07% | 2.28% |
| Alpha | 3.78% | 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 |
Top Comparisons
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns17.84%
LIC MF Nifty 50 Index Fund-Growth
3Y Returns12.19%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.89%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.33%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.35%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.24%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.34%
HDFC Overnight Fund - Growth Option
3Y Returns6.28%
