Aditya Birla Sun Life Global Excellence Equity Fund Of Fund vs Franklin India Feeder compare
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹197 Cr | ₹4465 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Dec 2007 | 13 Feb 2012 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World | Russell 3000 Growth |
| Turn Over | 2% | 0.0% |
| Expense Ratio | 1.28 | 1.53 |
| Manager | Dhaval Joshi | Sandeep Manam |
| ISIN Code | INF084M01AZ7 | INF090I01EW1 |
| Exits Load | Aditya Birla Sun Life Global Excellence Equity Fund of Fund - Retail Plan - Growth charges 0.25% of sell value; if fund sold before 28 days. There are no other charges./365 | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| 1 Month | 3.57% | 1.14% |
| 6 Month | 13.09% | 5.89% |
| 1 Year | 16.69% | 7.48% |
| 3 Year | 23.28% | 24.06% |
| 5 Year | 14.96% | 9.9% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| 6 Month | 6.34% | 3.46% |
| 1 Year | 26.5% | 19.83% |
| 3 Year | 19.83% | 19.55% |
| 5 Year | 16.92% | 15.42% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| 1 Year | 9.39% | 17.32% |
| 3 Year | 8.05% | 14.18% |
| 5 Year | 6.84% | 14.84% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| Standard Deviation | 17.54% | 21.78% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| Name | Dhaval Joshi | Sandeep Manam |
| Total AUM | ₹361932 Cr | ₹74256 Cr |
| Funds Managed | 55 | 20 |
| Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns23%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns20.02%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns23.31%
HSBC Midcap Fund - Regular Growth
3Y Returns23.32%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.79%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.6%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.97%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.8%