UTI vs Franklin India Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Low to Moderate |
Asset Size (Cr) | ₹288 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 | 0.96 | 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 | 0.55% | 0.59% |
6 Month | 3.41% | 3.37% |
1 Year | 8.15% | 6.86% |
3 Year | 6.74% | 6.08% |
5 Year | 5.71% | 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 | 7.52% | 6.73% |
3 Year | 7.49% | 6.67% |
5 Year | 6.47% | 5.86% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.22% | 6.66% |
3 Year | 6.07% | 5.02% |
5 Year | 5.65% | 5.73% |
Risk Management
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.8% | 0.592% |
Sharp | 0.14% | -1.134% |
Beta | 1.48% | 3.553% |
Alpha | 3.07% | -1.129% |
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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 | 99.99 |
Sector Allocation
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 99.99 |
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