Tata Banking & PSU Debt Fund vs Franklin India Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Banking & PSU Debt Fund - Growth

Invest Now

tortoise-icon Tata Banking & PSU Debt Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Banking & PSU Debt Fund - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Fund Franklin India Banking & PSU Debt Fund - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹618 Cr ₹208 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Apr 2014 05 Oct 2019
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Index CRISIL Banking and PSU Debt
Turn Over 126% 10%
Expense Ratio 0.52 0.72
Manager Sandeep Manam Amit Somani
ISIN Code INF090I01KO5 INF277K011X2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Banking & PSU Debt Fund - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Month 0.75% 0.66%
6 Month 3.85% 3.73%
1 Year 7.42% 6.49%
3 Year 5.44% 4.97%
5 Year 6.2% -

SIP Return Analysis

Scheme Name Franklin India Banking & PSU Debt Fund - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
6 Month - -
1 Year 3.19% 3.25%
3 Year 9.17% 8.99%
5 Year 15% 14.02%

Rolling Lumpsum Returns

Scheme Name Franklin India Banking & PSU Debt Fund - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Year 5.27% 5.1%
3 Year 12.11% 11.6%
5 Year 15.38% 14.05%

Risk Management

Scheme Name Franklin India Banking & PSU Debt Fund - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Standard Deviation 1.13% 1.14%
Sharp -0.32% -0.41%
Beta 2.07% 2.09%
Alpha 3.78% 3.71%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Banking & PSU Debt Fund - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Name Sandeep Manam Amit Somani
Total AUM ₹74256 Cr ₹43127 Cr
Fund Manage 20 7
Franklin India Banking & PSU Debt Fund - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Banking & PSU Debt Fund - Growth

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 100.01 100

Sector Allocation

Scheme Name

Franklin India Banking & PSU Debt Fund - Growth

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 9.84 24.83
Financial 68.19 65.33
Consumer Staples 7.95 -
Sovereign 6.6 -
Energy 7.43 9.84

Top Comparisons

HDFC Corporate Bond Fund - Growth Option HDFC Corporate Bond Fund - Growth Option

3Y Returns5.84%

VS

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns5.27%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.12%

VS

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns5.41%

Compare Now

HDFC Focused 30 Fund - GROWTH PLAN HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns28.45%

VS

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns18.37%

Compare Now

Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns12.21%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns12.39%

Compare Now
Request call back
Add to Cart Successfully