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) | ₹341 Cr | ₹13670 Cr | ₹13670 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 | 0.52% | 0.59% | 0.59% |
6 Month | 5.28% | 4.53% | 4.53% |
1 Year | 9.43% | 8.53% | 8.53% |
3 Year | 8.02% | 7.7% | 7.7% |
5 Year | 6.22% | 6.36% | 6.36% |
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 | 2.66% | 2.26% | 2.26% |
1 Year | 9.76% | 8.74% | 8.74% |
3 Year | 8.62% | 8.1% | 8.1% |
5 Year | 7.32% | 7.15% | 7.15% |
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 | 6.24% | 8.36% | 8.36% |
3 Year | 6.08% | 8.1% | 8.1% |
5 Year | 5.66% | 8.38% | 8.38% |
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% |
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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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