UTI vs Franklin India Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
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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