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UTI vs Franklin India Floating Rate Fund compare

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tortoise-icon Franklin India Floating Rate Fund - Growth Plan

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tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
Fund Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹334 Cr ₹1409 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 23 Apr 2001 30 Oct 2018
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index A-II CRISIL Low Duration Debt
Turn Over 72.19% 13%
Expense Ratio 0.98 0.8
Manager Sandeep Manam Sudhir Agrawal
ISIN Code INF090I01LM7 INF789F1ACO4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.63% 0.57%
6 Month 3.09% 3.07%
1 Year 8.13% 7.23%
3 Year 7.89% 7.02%
5 Year 6.16% 5.51%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
6 Month 0.74% 0.83%
1 Year 6.11% 5.59%
3 Year 7.57% 6.67%
5 Year 6.95% 6.18%

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
1 Year 6.25% 6.75%
3 Year 6.09% 5.21%
5 Year 5.67% 5.65%

Risk Management

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.97% 0.59%
Sharp 1.14% 0.48%
Beta 8.96% 4.82%
Alpha -1.30% -1.01%

Fund Managers

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
Name Sandeep Manam Sudhir Agrawal
Total AUM ₹74256 Cr ₹7736 Cr
Funds Managed 20 6
Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

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