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 Low to Moderate Low to Moderate
Asset Size (Cr) ₹307 Cr ₹1382 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 23 Apr 2001 05 Oct 2018
Category Floater Floater
Fund Type Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 72.19% 13%
Expense Ratio 0.95 0.84
Manager Sandeep Manam Sudhir Agrawal
ISIN Code INF090I01LM7 INF789F1ACO4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.58% 0.58%
6 Month 4.32% 3.35%
1 Year 8.33% 6.86%
3 Year 6.13% 5.29%
5 Year 5.81% 5.55%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.53% 3.1%
3 Year 10.15% 9.17%
5 Year 15.53% 14.47%

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
1 Year 5.01% 4.91%
3 Year 12.43% 11.65%
5 Year 15.99% 14.83%

Risk Management

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.8% 0.68%
Sharp 0.14% -0.43%
Beta 1.48% 1.33%
Alpha 3.07% 2.38%

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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
Fund Manage 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 100 100.02

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

UTI - Floater Fund - Regular Plan - Growth Option

Others 3.76 7.76
Sovereign 70.3 -
Financial 25.94 88.68
Capital Goods - 3.58

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