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) | ₹288 Cr | ₹13176 Cr | ₹13176 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 | 0.96 | 0.44 | 0.44 |
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 | 1.66% | 1.06% | 1.06% |
6 Month | 4.9% | 4.22% | 4.22% |
1 Year | 9.26% | 8.34% | 8.34% |
3 Year | 7.48% | 7.26% | 7.26% |
5 Year | 6.29% | 6.64% | 6.64% |
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 | 3.24% | 2.47% | 2.47% |
1 Year | 10.45% | 8.9% | 8.9% |
3 Year | 8.64% | 8.03% | 8.03% |
5 Year | 7.21% | 7.02% | 7.02% |
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 | 6.23% | 8.44% | 8.44% |
3 Year | 6.07% | 8.13% | 8.13% |
5 Year | 5.66% | 8.39% | 8.39% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 100.72 | 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 | 100.72 | 100 |
Top Comparisons
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns6.78%
HSBC Money Market Fund - Regular Growth
3Y Returns6.74%
Franklin India Balanced Advantage Fund- Growth
3Y Returns0%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
DSP Small Cap Fund - Regular - Growth
3Y Returns14.64%
HSBC Small Cap Fund Regular Growth
3Y Returns17.64%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns10.98%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.68%