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

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

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tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

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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% 0.67%
6 Month 3.85% 4.04%
1 Year 7.42% 7.71%
3 Year 5.44% 5.35%
5 Year 6.2% 5.67%

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%

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

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