UTI vs Franklin India Floating Rate Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Floating Rate Fund - Growth Plan

Invest Now

tortoise-icon UTI - Floater 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 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 0.6% 0.61%
6 Month 3.91% 3.36%
1 Year 8.21% 6.99%
3 Year 6.61% 5.89%
5 Year 5.78% 5.64%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.79% 6.65%
3 Year 7.48% 6.58%
5 Year 6.44% 5.8%

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%

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 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 99.98

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 99.98

Top Comparisons

UTI QUARTERLY INTERVAL FUND III GROWTH UTI QUARTERLY INTERVAL FUND III GROWTH

3Y Returns6.09%

VS

UTI QUARTERLY INTERVAL FUND III GROWTH UTI QUARTERLY INTERVAL FUND III GROWTH

3Y Returns6.09%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns17.5%

VS

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns10.37%

Compare Now

Kotak Credit Risk Fund - Growth Kotak Credit Risk Fund - Growth

3Y Returns4.9%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns6.74%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.81%

VS

HSBC Short Duration Fund - Regular Growth HSBC Short Duration Fund - Regular Growth

3Y Returns5.69%

Compare Now
Request call back
Add to Cart Successfully