UTI Banking & PSU Fund vs Franklin India Banking & PSU Debt Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Banking & PSU Fund- Regular Plan - Growth Option

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 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 Low to Moderate Moderate
Asset Size (Cr) ₹618 Cr ₹839 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 05 Apr 2014 05 Jan 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 0.52 0.57
Manager Sandeep Manam Anurag Mittal
ISIN Code INF090I01KO5 INF789F014Z9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Banking & PSU Debt Fund - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Month 0.75% 0.74%
6 Month 3.85% 3.9%
1 Year 7.42% 7.45%
3 Year 5.44% 7.67%
5 Year 6.2% 6.89%

SIP Return Analysis

Scheme Name Franklin India Banking & PSU Debt Fund - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
6 Month - -
1 Year 3.19% 3.25%
3 Year 9.17% 11.27%
5 Year 15% 18.9%

Rolling Lumpsum Returns

Scheme Name Franklin India Banking & PSU Debt Fund - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Year 5.27% 6.31%
3 Year 12.11% 15.9%
5 Year 15.38% 19.31%

Risk Management

Scheme Name Franklin India Banking & PSU Debt Fund - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Standard Deviation 1.13% 3.26%
Sharp -0.32% 0.53%
Beta 2.07% -1.46%
Alpha 3.78% -1.18%

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 UTI Banking & PSU Fund- Regular Plan - Growth Option
Name Sandeep Manam Anurag Mittal
Total AUM ₹74256 Cr ₹35669 Cr
Fund Manage 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 100.01 99.98

Sector Allocation

Scheme Name

Franklin India Banking & PSU Debt Fund - Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 9.84 4.65
Financial 68.19 70.11
Consumer Staples 7.95 -
Sovereign 6.6 19.74
Energy 7.43 5.48

Top Comparisons

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns25.8%

VS

Tata India Consumer Fund-Regular Plan-Growth Tata India Consumer Fund-Regular Plan-Growth

3Y Returns22.45%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns6.4%

VS

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns6.64%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns27.67%

VS

Axis Flexi Cap Fund - Regular Plan - Growth Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns12.63%

Compare Now

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns5.09%

VS

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns5.33%

Compare Now
Request call back
Add to Cart Successfully