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) | ₹539 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 | 0.08% | 0.07% |
6 Month | 4.39% | 4.47% |
1 Year | 8.05% | 8.28% |
3 Year | 7.15% | 7.3% |
5 Year | 5.84% | 5.55% |
SIP Return Analysis
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.64% | 1.63% |
1 Year | 7.94% | 8.11% |
3 Year | 7.75% | 7.99% |
5 Year | 6.74% | 6.77% |
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 | 0.97% | 1.18% |
Sharp | 0.61% | -0.49% |
Beta | 1.18% | 2.28% |
Alpha | -0.48% | 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
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.52%
LIC MF Money Market Fund Regular - Growth
3Y Returns6.2%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.99%
PGIM India Liquid Fund - Growth
3Y Returns6.97%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.15%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7%