UTI Banking & PSU Fund vs Franklin India Banking & PSU Debt Fund compare
Franklin India Banking & PSU Debt Fund - Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹500 Cr | ₹813 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 25 Apr 2014 | 03 Feb 2014 |
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% | 24% |
Expense Ratio | 0.53 | 0.54 |
Manager | Sandeep Manam | Anurag Mittal |
ISIN Code | INF090I01KO5 | INF789F014Z9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 0.5% | 0.46% |
6 Month | 4.5% | 4.62% |
1 Year | 7.93% | 8.12% |
3 Year | 7.29% | 7.28% |
5 Year | 5.96% | 7.07% |
SIP Return Analysis
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.34% | 1.5% |
1 Year | 7.48% | 7.89% |
3 Year | 7.63% | 7.74% |
5 Year | 6.7% | 7.64% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.36% | 7.58% |
3 Year | 7.45% | 7.12% |
5 Year | 7.19% | 6.17% |
Risk Management
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.03% | 1.26% |
Sharp | 0.35% | 0.27% |
Beta | 1.23% | 1.51% |
Alpha | -0.54% | -0.77% |
Fund Managers
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Name | Sandeep Manam | Anurag Mittal |
Total AUM | ₹74256 Cr | ₹35669 Cr |
Funds Managed | 20 | 7 |
Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Banking & PSU Debt Fund - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Franklin India Banking & PSU Debt Fund - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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