Franklin India Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Banking and 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 Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund Franklin India Banking & PSU Debt Fund - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹618 Cr ₹328 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Apr 2014 30 Dec 2004
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Index Nifty Banking and PSU Debt Index A-II
Turn Over 126% 18%
Expense Ratio 0.52 0.41
Manager Sandeep Manam Dwijendra Srivastava
ISIN Code INF090I01KO5 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Banking & PSU Debt Fund - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.75% 0.82%
6 Month 3.85% 4.11%
1 Year 7.42% 7.85%
3 Year 5.44% 5.43%
5 Year 6.2% 5.7%

SIP Return Analysis

Scheme Name Franklin India Banking & PSU Debt Fund - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 3.19% 3.31%
3 Year 9.17% 9.16%
5 Year 15% 14.17%

Rolling Lumpsum Returns

Scheme Name Franklin India Banking & PSU Debt Fund - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 5.27% 4.83%
3 Year 12.11% 11.3%
5 Year 15.38% 14.55%

Risk Management

Scheme Name Franklin India Banking & PSU Debt Fund - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.13% 1.18%
Sharp -0.32% -0.49%
Beta 2.07% 2.28%
Alpha 3.78% 3.99%

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 Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Sandeep Manam Dwijendra Srivastava
Total AUM ₹74256 Cr ₹14140 Cr
Fund Manage 20 14
Franklin India Banking & PSU Debt Fund - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Banking & PSU Debt Fund - Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100.01 100

Sector Allocation

Scheme Name

Franklin India Banking & PSU Debt Fund - Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 9.84 3.07
Sovereign 6.6 21.53
Financial 68.19 63.26
Energy 7.43 12.14
Consumer Staples 7.95 -

Top Comparisons

Bajaj Finserv Arbitrage Fund Regular - Growth Bajaj Finserv Arbitrage Fund Regular - Growth

3Y Returns0%

VS

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns5.81%

Compare Now

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns23.48%

VS

Axis Growth Opportunities Fund - Regular Plan - Growth Axis Growth Opportunities Fund - Regular Plan - Growth

3Y Returns17.95%

Compare Now

Kotak Multicap Fund-Regular Plan-Growth Kotak Multicap Fund-Regular Plan-Growth

3Y Returns0%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Equity Arbitrage Fund - Growth Kotak Equity Arbitrage Fund - Growth

3Y Returns6.2%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns5.83%

Compare Now
Request call back
Add to Cart Successfully