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Compare Franklin India Banking & PSU Debt Fund vs Sundaram Banking & PSU Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹500 | ₹250 |
Expense Ratio | 0.52 | 0.41 |
NAV | ₹22.96 | ₹44.00 |
Fund Started | 02 Apr 2014 | 20 Dec 2004 |
Fund Size | ₹499.27 Cr | ₹400.20 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
4.0
4.0
Min SIP Amount
₹500
₹250
Expense Ratio
0.52
0.41
NAV
₹22.96
₹44.00
Fund Started
02 Apr 2014
20 Dec 2004
Fund Size
₹499.27 Cr
₹400.20 Cr
Exit Load
-
-
Returns
1 Year | 8.12% | 8.09% |
3 Year | 7.68% | 7.75% |
5 Year | 5.86% | 5.66% |
1 Year
8.12%
8.09%
3 Year
7.68%
7.75%
5 Year
5.86%
5.66%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 36.84% | 4.13% |
Equity
0.00%
0.00%
Cash
36.84%
4.13%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Umesh Sharma | Dwijendra Srivastava |
Start Date | 07 May 2019 | 02 Jul 2025 |
Name
Umesh Sharma
Dwijendra Srivastava
Start Date
07 May 2019
02 Jul 2025
About Fund
Description | The fund seeks to provide regular income through a portfolio of debt and money market instruments consisting predominantly of securities issued by entities such as Banks and Public Sector Undertakings (PSUs). | The scheme seeks to generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds. |
Launch Date | 02 Apr 2014 | 20 Dec 2004 |
Description
The fund seeks to provide regular income through a portfolio of debt and money market instruments consisting predominantly of securities issued by entities such as Banks and Public Sector Undertakings (PSUs).
The scheme seeks to generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds.
Launch Date
02 Apr 2014
20 Dec 2004