Aditya Birla Sun Life Floating Rate Fund vs Franklin India Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹343 Cr | ₹13507 Cr | ₹13507 Cr |
Min Investment | ₹1000 | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 23 Apr 2001 | 30 Mar 2009 | 30 Mar 2009 |
Category | Floater | Floater | Floater |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index A-II | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
Turn Over | 72.19% | 45% | 16% |
Expense Ratio | 0.98 | 0.43 | 0.43 |
Manager | Sandeep Manam | Dhaval Joshi | Dhaval Joshi |
ISIN Code | INF090I01LM7 | INF209K01MG9 | INF209K01MG9 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 0.73% | 0.67% | 0.67% |
6 Month | 3.44% | 3.63% | 3.63% |
1 Year | 7.99% | 7.84% | 7.84% |
3 Year | 7.88% | 7.75% | 7.75% |
5 Year | 6.14% | 6.29% | 6.29% |
SIP Return Analysis
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 1.32% | 1.59% | 1.59% |
1 Year | 7.63% | 7.66% | 7.66% |
3 Year | 8.07% | 7.85% | 7.85% |
5 Year | 7.2% | 7.17% | 7.17% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 6.25% | 8.37% | 8.37% |
3 Year | 6.09% | 8.06% | 8.06% |
5 Year | 5.67% | 8.36% | 8.36% |
Risk Management
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 0.8% | 0.7% | 0.7% |
Sharp | 0.14% | 0.61% | 0.61% |
Beta | 1.48% | 1.39% | 1.39% |
Alpha | 3.07% | 3.21% | 3.21% |
Fund Managers
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Name | Sandeep Manam | Dhaval Joshi | Dhaval Joshi |
Total AUM | ₹74256 Cr | ₹361932 Cr | ₹361932 Cr |
Funds Managed | 20 | 55 | 55 |
Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
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