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) | ₹539 Cr | ₹810 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 | 0.21% | 0.3% |
6 Month | 4.49% | 4.69% |
1 Year | 8.16% | 8.36% |
3 Year | 7.19% | 7.18% |
5 Year | 5.82% | 6.99% |
SIP Return Analysis
Scheme Name | Franklin India Banking & PSU Debt Fund - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.64% | 1.84% |
1 Year | 7.94% | 8.41% |
3 Year | 7.75% | 7.87% |
5 Year | 6.74% | 7.72% |
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 | 0.97% | 1.26% |
Sharp | 0.61% | 0.47% |
Beta | 1.18% | 1.56% |
Alpha | -0.48% | -0.82% |
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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