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 Moderate Low to Moderate
Asset Size (Cr) ₹304 Cr ₹1418 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 0.97 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 0.51% 0.53%
6 Month 4.2% 3.44%
1 Year 8.32% 7.06%
3 Year 6.49% 5.77%
5 Year 5.78% 5.6%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.94% 6.66%
3 Year 7.45% 6.52%
5 Year 6.4% 5.76%

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
1 Year 6.21% 6.43%
3 Year 6.06% 4.91%
5 Year 5.65% 5.75%

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 100 7.76
Financial - 88.68
Capital Goods - 3.58

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